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Technology SPDR shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.8M 30k 192.48
2023-09-30 $5.8M 35k 163.93
2023-06-30 $6.3M 37k 173.86
2023-03-31 $5.5M 36k 151.01
2022-12-31 $4.6M 37k 124.44

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Churchill Management Corp.
Susquehanna International
Millennium Management
Citadel Advisors
Royal Bank of Canada
Raymond James & Associates
Branch Banking & Trust Company
Janney Montgomery Scott
Charles Schwab Investment Management
Balyasny Asset Management
WestEnd Advisors

View all funds holding Technology SPDR