Milestone Asset Management, LLC Financial Sector Spdr Transaction History

Milestone Asset Management, LLC

  • $473 Billion
  • Q2 2025

A detailed history of Milestone Asset Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Milestone Asset Management, LLC holds 11,669 shares of XLF stock, worth $624,408. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,669
Previous 39,222 70.25%
Holding current value
$624,408
Previous $1.95 Billion 68.72%
% of portfolio
0.13%
Previous 0.42%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$43.92 - $52.37 $1.21 Million - $1.44 Million
-27,553 Reduced 70.25%
11,669 $611 Million
Q1 2025

Apr 09, 2025
BUY
$47.32 - $52.19 $908,827 - $1 Million
19,206 Added 95.95%
39,222 $1.95 Billion
Q4 2024

Jan 23, 2025
BUY
$44.89 - $51.34 $582,133 - $665,777
12,968 Added 184.0%
20,016 $967 Million
Q3 2024

Oct 25, 2024
BUY
$40.84 - $45.74 $32,386 - $36,271
793 Added 12.68%
7,048 $319 Million
Q2 2024

Jul 19, 2024
BUY
$39.59 - $42.49 $247,635 - $265,774
6,255 New
6,255 $257 Million
Q2 2023

Aug 08, 2023
BUY
$31.55 - $33.71 $199,048 - $212,676
6,309 New
6,309 $213 Million

Others Institutions Holding XLF

# of Institutions
2,134
Shares Held
986M
Call Options Held
156M
Put Options Held
261M
View Full List

About FINANCIAL SECTOR SPDR

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