Milestone Asset Management, LLC Technology Sector Spdr Transaction History

Milestone Asset Management, LLC

$529 Billion
Q3 2025

A detailed history of Milestone Asset Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Milestone Asset Management, LLC holds 3,382 shares of XLK stock, worth $974,523. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,382

Previous 3,645 7.22%

Holding current value

$974,523

Previous $923 Million 3.28%

% of portfolio

0.18%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$250.97 - $282.66 $66,005 - $74,339	-263 Reduced 7.22%	3,382 $953 Million
Q2 2025 Aug 05, 2025	BUY	$179.73 - $253.23 $313,089 - $441,126	1,742 Added 91.54%	3,645 $923 Million
Q1 2025 Apr 09, 2025	SELL	$206.38 - $242.18 $255,498 - $299,818	-1,238 Reduced 39.41%	1,903 $393 Million
Q4 2024 Jan 23, 2025	BUY	$220.26 - $241.44 $20,263 - $22,212	92 Added 3.02%	3,141 $731 Million
Q3 2024 Oct 25, 2024	BUY	$197.34 - $237.68 $601,689 - $724,686	3,049 New	3,049 $688 Million

Q2 2023 Aug 08, 2023	SELL	$143.97 - $174.63 $2.22 Million - $2.69 Million	-15,426 Reduced 92.43%	1,263 $220 Million
Q1 2023 May 08, 2023	BUY	$121.18 - $151.01 $2.02 Million - $2.52 Million	16,689 New	16,689 $2.52 Billion

Others Institutions Holding XLK

# of Institutions

2,613

Shares Held

183M

Call Options Held

9.54M

Put Options Held

14.6M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Milestone Asset Management, LLC Technology Sector Spdr Transaction History