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
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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 |
|---|---|---|---|
| 2025-09-30 | $487k | 5.4k | 89.35 |
| 2025-06-30 | $515k | 6.1k | 84.81 |
| 2025-03-31 | $639k | 6.8k | 93.45 |
| 2024-12-31 | $571k | 6.7k | 85.69 |
| 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
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