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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

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Quarterly 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