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Financial Select Sector SPDR shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset Management 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 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

Quarter filed Position value Share count Share price at filing
2025-09-30 $748k 14k 53.87
2025-06-30 $611k 12k 52.37
2025-03-31 $2.0M 39k 49.90
2024-12-31 $967k 20k 48.33
2024-09-30 $320k 7.0k 45.33
2024-06-30 $257k 6.3k 41.11
2023-06-30 $213k 6.3k 33.71

More positions owned by Milestone Asset Management

Spdr Series Trust Bloomberg Invt (FLRN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr TRS FLT RT BD (TFLO)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)

View all positions for Milestone Asset Management

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