Milestone Investment Advisors LLC Technology Sector Spdr Transaction History

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 24,653 shares of XLK stock, worth $5.64 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
24,653
Previous 26,879 8.28%
Holding current value
$5.64 Million
Previous $6.08 Million 8.47%
% of portfolio
1.59%
Previous 1.64%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$197.34 - $237.68 $439,278 - $529,075
-2,226 Reduced 8.28%
24,653 $5.57 Million
Q2 2024

Aug 13, 2024
SELL
$192.53 - $231.41 $136,503 - $164,069
-709 Reduced 2.57%
26,879 $6.08 Million
Q1 2024

May 14, 2024
SELL
$184.12 - $211.02 $465,639 - $533,669
-2,529 Reduced 8.4%
27,588 $5.75 Million
Q4 2023

Feb 09, 2024
SELL
$160.19 - $193.07 $802,712 - $967,473
-5,011 Reduced 14.26%
30,117 $5.8 Million
Q3 2023

Nov 08, 2023
SELL
$161.97 - $180.26 $215,096 - $239,385
-1,328 Reduced 3.64%
35,128 $5.76 Million
Q2 2023

Aug 02, 2023
BUY
$143.97 - $174.63 $20,299 - $24,622
141 Added 0.39%
36,456 $6.34 Million
Q1 2023

May 16, 2023
SELL
$121.18 - $151.01 $40,474 - $50,437
-334 Reduced 0.91%
36,315 $5.48 Million
Q4 2022

Mar 15, 2023
BUY
$116.56 - $136.15 $4.27 Million - $4.99 Million
36,649 New
36,649 $4.56 Billion

Others Institutions Holding XLK

# of Institutions
2,232
Shares Held
168M
Call Options Held
13.8M
Put Options Held
15.9M
View Full List

About TECHNOLOGY SECTOR SPDR

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