Milestone Asset Management, LLC Select Sector Spdr Consumer Di Transaction History

Milestone Asset Management, LLC

  • $529 Billion
  • Q3 2025

A detailed history of Milestone Asset Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Milestone Asset Management, LLC holds 2,744 shares of XLY stock, worth $633,562. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,744
Previous 2,771 0.97%
Holding current value
$633,562
Previous $602 Million 9.2%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 15, 2025
SELL
$216.09 - $242.18 $5,834 - $6,538
-27 Reduced 0.97%
2,744 $658 Million
Q2 2025

Aug 05, 2025
SELL
$176.34 - $218.59 $197,148 - $244,383
-1,118 Reduced 28.75%
2,771 $602 Million
Q1 2025

Apr 09, 2025
SELL
$192.6 - $233.2 $82,240 - $99,576
-427 Reduced 9.89%
3,889 $768 Million
Q4 2024

Jan 23, 2025
BUY
$194.8 - $239.43 $540,375 - $664,178
2,774 Added 179.9%
4,316 $969 Million
Q3 2024

Oct 25, 2024
BUY
$170.05 - $200.86 $38,601 - $45,595
227 Added 17.26%
1,542 $309 Million
Q2 2024

Jul 19, 2024
BUY
$169.76 - $184.45 $223,234 - $242,551
1,315 New
1,315 $240 Million

Others Institutions Holding XLY

# of Institutions
1,497
Shares Held
88.1M
Call Options Held
5.17M
Put Options Held
12.2M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

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