Milestone Advisory Partners »

Utilities SPDR shares owned by Milestone Advisory Partners

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Milestone Advisory Partners from 13F filings

Historical chart of Milestone Advisory Partners investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Milestone Advisory Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utilities SPDR by Milestone Advisory Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.8M 48k 58.93
2023-06-30 $3.5M 53k 65.44
2023-03-31 $3.6M 53k 67.69
2022-12-31 $5.4M 77k 70.50
2022-09-30 $5.6M 85k 65.51

More positions owned by Milestone Advisory Partners

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard World Fds Consum Stp Etf (VDC)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)
Select Sector Spdr Tr Energy (XLE)
Vanguard Wellington Us Minimum (VFMV)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Expanded Tech (IGV)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Financial (XLF)

View all positions for Milestone Advisory Partners

Top funds holding Utilities SPDR

Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
UBS Group
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings

View all funds holding Utilities SPDR