Milestone Asset Management, LLC Technology Sector Spdr Transaction History

Milestone Asset Management, LLC

  • $473 Billion
  • Q2 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 3,645 shares of XLK stock, worth $969,278. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,645
Previous 1,903 91.54%
Holding current value
$969,278
Previous $393 Million 134.87%
% of portfolio
0.2%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,464
Shares Held
282M
Call Options Held
9.05M
Put Options Held
14.7M
View Full List

About TECHNOLOGY SECTOR SPDR

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