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Milestone Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Milestone Investment Advisors’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 		– Sell
-240
Closed -$9.74K – 445
2023
Q2 		$9.74K Sell
240
-380
-61% -$15.5K ﹤0.01% 108
2023
Q1 		$25.7K Hold
620
– – 0.01% 251
2022
Q4 		$27.1K Buy
+620
New +$27K 0.01% 94

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Milestone Investment Advisors's XLE Position: Q3 2023 in Review

Milestone Investment Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 240 shares — an estimated $9.74K sold.

Milestone Investment Advisors first reported a position in XLE in Q4 2022 and held it in 3 quarters. The position peaked at $27.1K in Q4 2022. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

  • Milestone Investment Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 240 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $9.74K.
  • Milestone Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
  • Milestone Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $27.1K in Q4 2022.
  • 1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

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