Financial Select Sector SPDR shares owned by Milestone Investment Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Milestone Investment Advisors
from 13F filings
Historical chart of Milestone Investment Advisors 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 Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by Milestone Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $440k | 9.7k | 45.32 |
2024-06-30 | $399k | 9.7k | 41.11 |
2024-03-31 | $478k | 11k | 42.12 |
2023-12-31 | $427k | 11k | 37.60 |
2023-09-30 | $376k | 11k | 33.17 |
2023-06-30 | $383k | 11k | 33.71 |
2023-03-31 | $389k | 12k | 32.15 |
2022-12-31 | $7.0M | 206k | 34.20 |
More positions owned by Milestone Investment Advisors
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