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

Milestone Asset Management, LLC

$470 Billion
Q1 2025

A detailed history of Milestone Asset Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Milestone Asset Management, LLC holds 9,511 shares of XLV stock, worth $1.34 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

9,511

Holding current value

$1.34 Million

% of portfolio

0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$137.61 - $149.68 $1.31 Million - $1.42 Million	9,511 New	9,511 $1.39 Billion
Q3 2024 Oct 25, 2024	SELL	$143.3 - $157.24 $159,922 - $175,479	-1,116 Reduced 19.23%	4,688 $722 Million
Q2 2024 Jul 19, 2024	SELL	$138.43 - $147.09 $385,389 - $409,498	-2,784 Reduced 32.42%	5,804 $846 Million
Q1 2024 Apr 23, 2024	BUY	$138.48 - $147.86 $923,523 - $986,078	6,669 Added 347.52%	8,588 $1.27 Billion
Q4 2023 Jan 23, 2024	SELL	$123.14 - $136.38 $173,257 - $191,886	-1,407 Reduced 42.3%	1,919 $262 Million
Q3 2023 Nov 13, 2023	BUY	$128.74 - $136.24 $428,189 - $453,134	3,326 New	3,326 $428 Million
Q4 2022 Feb 06, 2023	BUY	$121.85 - $140.1 $383,949 - $441,455	3,151 New	3,151 $423 Million

Others Institutions Holding XLV

# of Institutions

2,000

Shares Held

205M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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