Milestone Advisory Partners Financial Sector Spdr Transaction History

Milestone Advisory Partners

$120 Million
Q3 2023

A detailed history of Milestone Advisory Partners transactions in Financial Sector Spdr stock. As of the latest transaction made, Milestone Advisory Partners holds 82,871 shares of XLF stock, worth $4.35 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

82,871

Previous 82,747 0.15%

Holding current value

$4.35 Million

Previous $2.79 Million 1.47%

% of portfolio

2.29%

Previous 2.53%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$33.17 - $35.6 $4,113 - $4,414	124 Added 0.15%	82,871 $2.75 Million
Q2 2023 Jul 13, 2023	SELL	$31.55 - $33.71 $856,929 - $915,597	-27,161 Reduced 24.71%	82,747 $2.79 Million
Q1 2023 May 12, 2023	SELL	$30.98 - $37.0 $843,554 - $1.01 Million	-27,229 Reduced 19.86%	109,908 $3.53 Million
Q4 2022 Jan 24, 2023	SELL	$30.29 - $36.31 $80,934 - $97,020	-2,672 Reduced 1.91%	137,137 $0
Q3 2022 Oct 12, 2022	SELL	$30.36 - $35.81 $1.76 Million - $2.07 Million	-57,919 Reduced 29.29%	139,809 $4.25 Million

Q2 2022 Jul 18, 2022	SELL	$30.84 - $38.22 $1.28 Million - $1.59 Million	-41,502 Reduced 17.35%	197,728 $6.3 Million
Q1 2022 May 10, 2022	SELL	$35.66 - $41.42 $370,899 - $430,809	-10,401 Reduced 4.17%	239,230 $9.17 Million
Q4 2021 Feb 04, 2022	SELL	$37.54 - $40.62 $437,866 - $473,791	-11,664 Reduced 4.46%	249,631 $9.75 Million
Q3 2021 Nov 09, 2021	SELL	$35.11 - $39.0 $34,829 - $38,688	-992 Reduced 0.38%	261,295 $9.81 Million
Q2 2021 Aug 13, 2021	BUY	$34.47 - $38.47 $1.83 Million - $2.04 Million	53,127 Added 25.4%	262,287 $9.62 Million
Q1 2021 Apr 28, 2021	BUY	$28.95 - $34.77 $2.22 Million - $2.67 Million	76,723 Added 57.93%	209,160 $7.12 Million
Q4 2020 Jan 25, 2021	BUY	$23.61 - $29.48 $1.2 Million - $1.5 Million	50,757 Added 62.14%	132,437 $3.9 Million
Q3 2020 Oct 27, 2020	BUY	$22.68 - $25.49 $1.85 Million - $2.08 Million	81,680 New	81,680 $1.97 Million

Others Institutions Holding XLF

# of Institutions

2,159

Shares Held

765M

Call Options Held

132M

Put Options Held

244M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Milestone Advisory Partners Financial Sector Spdr Transaction History