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 $3.7 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
47,701
Previous 53,267 10.45%
Holding current value
$3.7 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
1,546
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Milestone Advisory Partners Portfolio

Follow Milestone Advisory Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Advisory Partners, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Advisory Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email