Milestone Advisory Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.75M	Buy	82,871 +124	+0.1%	+$4.27K	2.29%	15
2023 Q2	$2.79M	Sell	82,747 -27,161	-25%	-$886K	2.52%	13
2023 Q1	$3.53M	Sell	109,908 -27,229	-20%	-$946K	3.26%	11
2022 Q4	$4.69M	Sell	137,137 -2,672	-2%	-$90.4K	3.49%	8
2022 Q3	$4.25M	Sell	139,809 -57,919	-29%	-$1.91M	3.18%	9
2022 Q2	$6.3M	Sell	197,728 -41,502	-17%	-$1.43M	5.11%	5
2022 Q1	$9.17M	Sell	239,230 -10,401	-4%	-$407K	4.94%	4
2021 Q4	$9.75M	Sell	249,631 -11,664	-4%	-$458K	4.92%	4
2021 Q3	$9.81M	Sell	261,295 -992	-0.4%	-$37.1K	5.76%	3
2021 Q2	$9.62M	Buy	262,287 +53,127	+25%	+$1.94M	5.07%	4
2021 Q1	$7.12M	Buy	209,160 +76,723	+58%	+$2.46M	3.81%	6
2020 Q4	$3.9M	Buy	132,437 +50,757	+62%	+$1.36M	2.23%	16
2020 Q3	$1.97M	Buy	+81,680	New	+$1.99M	1.22%	20

Other funds holding XLF

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Milestone Advisory Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.15% in Q3 2023, buying an estimated $4.27K and bringing the position to 82,871 shares worth $2.75M. The position accounts for 2.29% of the portfolio, ranked #15.

Milestone Advisory Partners first reported a position in XLF in Q3 2020 and has held it in 13 quarters since. The position peaked at $9.81M in Q3 2021. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Milestone Advisory Partners held 82,871 shares of State Street Financial Select Sector SPDR ETF worth $2.75M as of Q3 2023.
Milestone Advisory Partners bought 124 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $4.27K.
State Street Financial Select Sector SPDR ETF made up 2.29% of Milestone Advisory Partners's portfolio in Q3 2023, its #15 holding.
Milestone Advisory Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and has held it in 13 quarters since.
Milestone Advisory Partners's State Street Financial Select Sector SPDR ETF position peaked at $9.81M in Q3 2021.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

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