Milestone Asset Management, LLC Select Sector Spdr Fd Material Transaction History

Milestone Asset Management, LLC

$470 Billion
Q1 2025

A detailed history of Milestone Asset Management, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Milestone Asset Management, LLC holds 14,880 shares of XLB stock, worth $1.21 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

14,880

Previous 4,925 202.13%

Holding current value

$1.21 Million

Previous $414 Million 208.74%

% of portfolio

0.27%

Previous 0.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$83.19 - $90.99 $828,156 - $905,805	9,955 Added 202.13%	14,880 $1.28 Billion
Q4 2024 Jan 23, 2025	BUY	$83.8 - $97.58 $145,057 - $168,910	1,731 Added 54.2%	4,925 $414 Million
Q3 2024 Oct 25, 2024	BUY	$86.95 - $97.09 $36,432 - $40,680	419 Added 15.1%	3,194 $308 Million
Q2 2024 Jul 19, 2024	BUY	$88.28 - $93.06 $244,977 - $258,241	2,775 New	2,775 $245 Million

Others Institutions Holding XLB

# of Institutions

953

Shares Held

62.1M

Call Options Held

9.93M

Put Options Held

12.9M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

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Milestone Asset Management, LLC Select Sector Spdr Fd Material Transaction History