Milestone Advisory Partners Utilities Sector Spdr Transaction History

Milestone Advisory Partners

  • $120 Million
  • Q3 2023

A detailed history of Milestone Advisory Partners transactions in Utilities Sector Spdr stock. As of the latest transaction made, Milestone Advisory Partners holds 47,701 shares of XLU stock, worth $4.23 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
47,701
Previous 53,267 10.45%
Holding current value
$4.23 Million
Previous $3.49 Million 19.34%
% of portfolio
2.34%
Previous 3.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
SELL
$58.83 - $68.46 $327,447 - $381,048
-5,566 Reduced 10.45%
47,701 $2.81 Million
Q2 2023

Jul 13, 2023
BUY
$64.34 - $69.97 $20,074 - $21,830
312 Added 0.59%
53,267 $3.49 Million
Q1 2023

May 12, 2023
SELL
$63.7 - $72.08 $1.54 Million - $1.74 Million
-24,170 Reduced 31.34%
52,955 $3.58 Million
Q4 2022

Jan 24, 2023
SELL
$61.52 - $72.67 $498,558 - $588,917
-8,104 Reduced 9.51%
77,125 $0
Q3 2022

Oct 12, 2022
BUY
$65.51 - $78.12 $5.58 Million - $6.66 Million
85,229 New
85,229 $5.58 Million

Others Institutions Holding XLU

# of Institutions
1,664
Shares Held
156M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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