Milestone Asset Management, LLC Technology Sector Spdr Transaction History

Milestone Asset Management, LLC

  • $470 Billion
  • Q1 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 1,903 shares of XLK stock, worth $399,572. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,903
Previous 3,141 39.41%
Holding current value
$399,572
Previous $731 Million 46.2%
% of portfolio
0.08%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,409
Shares Held
185M
Call Options Held
13.7M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email