Milestone Asset Management Group, LLC Financial Sector Spdr Transaction History

Milestone Asset Management Group, LLC

  • $159 Billion
  • Q3 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 4,169 shares of XLF stock, worth $218,664. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,169
Previous 4,192 0.55%
Holding current value
$218,664
Previous $220 Million 2.3%
% of portfolio
0.14%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$51.37 - $54.25 $1,181 - $1,247
-23 Reduced 0.55%
4,169 $225 Million
Q2 2025

Aug 01, 2025
BUY
$43.92 - $52.37 $307 - $366
7 Added 0.17%
4,192 $220 Million
Q1 2025

May 06, 2025
BUY
$47.32 - $52.19 $236 - $260
5 Added 0.12%
4,185 $208 Million
Q4 2024

Mar 27, 2025
BUY
$44.89 - $51.34 $187,640 - $214,601
4,180 New
4,180 $202 Million

Others Institutions Holding XLF

# of Institutions
2,159
Shares Held
765M
Call Options Held
132M
Put Options Held
244M
View Full List

About FINANCIAL SECTOR SPDR

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

Track Milestone Asset Management Group, LLC Portfolio

Follow Milestone Asset Management Group, 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 Group, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email