Milestone Investment Advisors LLC Financial Sector Spdr Transaction History

Milestone Investment Advisors LLC

  • $371 Million
  • Q2 2025

A detailed history of Milestone Investment Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 9,500 shares of XLF stock, worth $492,575. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,500
Previous 9,500 -0.0%
Holding current value
$492,575
Previous $473,000 5.07%
% of portfolio
0.13%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$44.89 - $51.34 $9,022 - $10,319
-201 Reduced 2.07%
9,500 $459,000
Q2 2024

Aug 13, 2024
SELL
$39.59 - $42.49 $65,204 - $69,981
-1,647 Reduced 14.51%
9,701 $398,000
Q2 2023

Aug 02, 2023
SELL
$31.55 - $33.71 $23,788 - $25,417
-754 Reduced 6.23%
11,348 $382,000
Q1 2023

May 16, 2023
SELL
$30.98 - $37.0 $6 Million - $7.17 Million
-193,745 Reduced 94.12%
12,102 $389,000
Q4 2022

Mar 15, 2023
BUY
$30.29 - $36.31 $6.24 Million - $7.47 Million
205,847 New
205,847 $7.04 Billion

Others Institutions Holding XLF

# of Institutions
2,110
Shares Held
990M
Call Options Held
181M
Put Options Held
247M
View Full List

About FINANCIAL SECTOR SPDR

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