Milestone Advisory Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Milestone Advisory Partners’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$4.04M	Buy	89,366 +27,804	+45%	+$1.22M	3.36%	8
2023 Q2	$2.5M	Sell	61,562 -2,202	-3%	-$89.7K	2.26%	15
2023 Q1	$2.64M	Sell	63,764 -27,752	-30%	-$1.19M	2.44%	14
2022 Q4	$4M	Hold	91,516	–	–	2.98%	11
2022 Q3	$3.29M	Sell	91,516 -400	-0.4%	-$15.1K	2.47%	12
2022 Q2	$3.34M	Sell	91,916 -27,564	-23%	-$1.11M	2.7%	11
2022 Q1	$4.57M	Sell	119,480 -3,118	-3%	-$108K	2.46%	12
2021 Q4	$3.4M	Buy	122,598 +640	+0.5%	+$18.1K	1.72%	18
2021 Q3	$3.18M	Sell	121,958 -1,188	-1%	-$29.4K	1.87%	18
2021 Q2	$3.32M	Buy	+123,146	New	+$3.2M	1.75%	19
2020 Q3	–	Sell	-179,478	Closed	-$3.4M	–	52
2020 Q2	$3.4M	Buy	+179,478	New	+$3.34M	2%	15

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Milestone Advisory Partners's XLE Position: Q3 2023 in Review

Milestone Advisory Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 45% in Q3 2023, buying an estimated $1.22M and bringing the position to 89,366 shares worth $4.04M. The position accounts for 3.36% of the portfolio, ranked #8.

Milestone Advisory Partners first reported a position in XLE in Q2 2020 and has held it in 11 quarters since. The position peaked at $4.57M in Q1 2022. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

Milestone Advisory Partners held 89,366 shares of State Street Energy Select Sector SPDR ETF worth $4.04M as of Q3 2023.
Milestone Advisory Partners bought 27,804 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $1.22M.
State Street Energy Select Sector SPDR ETF made up 3.36% of Milestone Advisory Partners's portfolio in Q3 2023, its #8 holding.
Milestone Advisory Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 11 quarters since.
Milestone Advisory Partners's State Street Energy Select Sector SPDR ETF position peaked at $4.57M in Q1 2022.
1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.