Milestones Private Investment Advisors LLC Energy Sector Spdr Transaction History

Milestones Private Investment Advisors LLC

  • $146 Billion
  • Q3 2025

A detailed history of Milestones Private Investment Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 35,594 shares of XLE stock, worth $3.28 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
35,594
Previous 35,238 1.01%
Holding current value
$3.28 Million
Previous $2.99 Billion 6.4%
% of portfolio
2.17%
Previous 2.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$84.25 - $91.99 $29,993 - $32,748
356 Added 1.01%
35,594 $3.18 Billion
Q2 2025

Sep 11, 2025
BUY
$76.44 - $94.13 $2.69 Million - $3.32 Million
35,238 New
35,238 $2.99 Billion

Others Institutions Holding XLE

# of Institutions
2,121
Shares Held
209M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

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