Milestones Private Investment Advisors LLC Energy Sector Spdr Transaction History

Milestones Private Investment Advisors LLC

  • $145 Billion
  • Q4 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 70,524 shares of XLE stock, worth $6.49 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
70,524
Previous 35,594 98.13%
Holding current value
$6.49 Million
Previous $3.18 Billion 0.84%
% of portfolio
2.17%
Previous 2.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$85.22 - $92.02 $2.98 Million - $3.21 Million
34,930 Added 98.13%
70,524 $3.15 Billion
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
2,140
Shares Held
233M
Call Options Held
57.4M
Put Options Held
128M
View Full List

About ENERGY SECTOR SPDR

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