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Energy Select Sector SPDR shares owned by Milestone Asset Management

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Milestone Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $701k 8.0k 87.80
2024-06-30 $697k 7.6k 91.15
2024-03-31 $881k 9.3k 94.38
2023-12-31 $280k 3.3k 83.84
2023-09-30 $462k 5.2k 88.59
2022-12-31 $278k 3.1k 90.60

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
RBB Us Trsry 6 Mnth (XBIL)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
NVIDIA Corporation (NVDA)
Walt Disney Company (DIS)
Nike CL B (NKE)

View all positions for Milestone Asset Management

Top funds holding Energy Select Sector SPDR

Bank of America Corporation
Elliott Investment Management
Susquehanna International
Morgan Stanley
Wells Fargo & Company
Jane Street
Goldman Sachs Group
Barclays
Citadel Advisors
Jpmorgan Chase & Co
LPL Financial
Royal Bank of Canada
Squarepoint Ops
Parallax Volatility Advisers
Hamilton Capital Management

View all funds holding Energy Select Sector SPDR