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