Milestone Investment Advisors LLC Technology Sector Spdr Transaction History

Milestone Investment Advisors LLC

$371 Million
Q2 2024

A detailed history of Milestone Investment Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 26,879 shares of XLK stock, worth $6.05 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

26,879

Previous 27,588 2.57%

Holding current value

$6.05 Million

Previous $5.75 Million 5.83%

% of portfolio

1.64%

Previous 1.55%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$192.53 - $231.41 $136,503 - $164,069	-709 Reduced 2.57%	26,879 $6.08 Million
Q1 2024 May 14, 2024	SELL	$184.12 - $211.02 $465,639 - $533,669	-2,529 Reduced 8.4%	27,588 $5.75 Million
Q4 2023 Feb 09, 2024	SELL	$160.19 - $193.07 $802,712 - $967,473	-5,011 Reduced 14.26%	30,117 $5.8 Million
Q3 2023 Nov 08, 2023	SELL	$161.97 - $180.26 $215,096 - $239,385	-1,328 Reduced 3.64%	35,128 $5.76 Million
Q2 2023 Aug 02, 2023	BUY	$143.97 - $174.63 $20,299 - $24,622	141 Added 0.39%	36,456 $6.34 Million
Q1 2023 May 16, 2023	SELL	$121.18 - $151.01 $40,474 - $50,437	-334 Reduced 0.91%	36,315 $5.48 Million
Q4 2022 Mar 15, 2023	BUY	$116.56 - $136.15 $4.27 Million - $4.99 Million	36,649 New	36,649 $4.56 Billion

Others Institutions Holding XLK

# of Institutions

2,198

Shares Held

173M

Call Options Held

13.5M

Put Options Held

14.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

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

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Account

Milestone Investment Advisors LLC Technology Sector Spdr Transaction History