Financial Select Sector SPDR shares owned by Milestone Advisory Partners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Milestone Advisory Partners
from 13F filings
Historical chart of Milestone Advisory Partners investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Milestone Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.7M | 83k | 33.17 |
| 2023-06-30 | $2.8M | 83k | 33.71 |
| 2023-03-31 | $3.5M | 110k | 32.15 |
| 2022-12-31 | $4.7M | 137k | 34.20 |
| 2022-09-30 | $4.2M | 140k | 30.36 |
| 2022-06-30 | $6.3M | 198k | 31.88 |
| 2022-03-31 | $9.2M | 239k | 38.32 |
| 2021-12-31 | $9.7M | 250k | 39.05 |
| 2021-09-30 | $9.8M | 261k | 37.53 |
| 2021-06-30 | $9.6M | 262k | 36.69 |
| 2021-03-31 | $7.1M | 209k | 34.05 |
| 2020-12-31 | $3.9M | 132k | 29.48 |
| 2020-09-30 | $2.0M | 82k | 24.07 |
More positions owned by Milestone Advisory Partners
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