Milestone Asset Management, LLC Financial Sector Spdr Transaction History

Milestone Asset Management, LLC

$529 Billion
Q3 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 13,893 shares of XLF stock, worth $728,687. This represents 0.14% of its overall portfolio holdings.

Number of Shares

13,893

Previous 11,669 19.06%

Holding current value

$728,687

Previous $611 Million 22.47%

% of portfolio

0.14%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$51.37 - $54.25 $114,246 - $120,652	2,224 Added 19.06%	13,893 $748 Million
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

2,161

Shares Held

765M

Call Options Held

136M

Put Options Held

251M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Milestone Asset Management, LLC Financial Sector Spdr Transaction History