Milestone Asset Management, LLC Select Sector Spdr Consumer Di Transaction History

Milestone Asset Management, LLC

  • $454 Billion
  • Q4 2024

A detailed history of Milestone Asset Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Milestone Asset Management, LLC holds 4,316 shares of XLY stock, worth $979,732. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,316
Previous 1,542 179.9%
Holding current value
$979,732
Previous $309 Million 213.3%
% of portfolio
0.21%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$194.8 - $239.43 $540,375 - $664,178
2,774 Added 179.9%
4,316 $969 Million
Q3 2024

Oct 25, 2024
BUY
$170.05 - $200.86 $38,601 - $45,595
227 Added 17.26%
1,542 $309 Million
Q2 2024

Jul 19, 2024
BUY
$169.76 - $184.45 $223,234 - $242,551
1,315 New
1,315 $240 Million

Others Institutions Holding XLY

# of Institutions
1,438
Shares Held
81.8M
Call Options Held
7.77M
Put Options Held
17.6M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email