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Financial Select Sector SPDR shares owned by Milestone Asset Management Group

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Milestone Asset Management Group from 13F filings

Historical chart of Milestone Asset Management Group investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Milestone Asset Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 4.2k 53.87
2025-06-30 $220k 4.2k 52.37
2025-03-31 $208k 4.2k 49.81
2024-12-31 $202k 4.2k 48.33

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View all positions for Milestone Asset Management Group

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Morgan Stanley
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Balyasny Asset Management
LPL Financial
Parallax Volatility Advisers
Envestnet Asset Management
Royal Bank of Canada
Citadel Advisors
Barclays

View all funds holding Financial Select Sector SPDR