Milestone Asset Management Group, LLC Select Sector Spdr Fund Health Transaction History

Milestone Asset Management Group, LLC

  • $159 Billion
  • Q3 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 6,696 shares of XLV stock, worth $1.02 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
6,696
Previous 6,743 0.7%
Holding current value
$1.02 Million
Previous $909 Million 2.53%
% of portfolio
0.59%
Previous 0.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$129.01 - $139.72 $6,063 - $6,566
-47 Reduced 0.7%
6,696 $932 Million
Q2 2025

Aug 01, 2025
BUY
$128.77 - $144.3 $2,961 - $3,318
23 Added 0.34%
6,743 $909 Million
Q1 2025

May 06, 2025
BUY
$137.61 - $149.68 $13,072 - $14,219
95 Added 1.43%
6,720 $981 Million
Q4 2024

Mar 27, 2025
BUY
$136.28 - $154.74 $902,855 - $1.03 Million
6,625 New
6,625 $911 Million

Others Institutions Holding XLV

# of Institutions
1,963
Shares Held
194M
Call Options Held
13.9M
Put Options Held
22.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

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