Financial Select Sector SPDR shares owned by Milestone Group
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22k | 400 | 53.87 |
| 2025-06-30 | $21k | 400 | 52.37 |
| 2025-03-31 | $20k | 400 | 49.81 |
| 2024-12-31 | $21k | 432 | 48.33 |
| 2024-09-30 | $18k | 400 | 45.32 |
| 2024-06-30 | $58k | 1.4k | 41.11 |
| 2024-03-31 | $59k | 1.4k | 42.12 |
| 2023-12-31 | $53k | 1.4k | 37.60 |
| 2023-09-30 | $46k | 1.4k | 33.17 |
| 2023-06-30 | $116k | 3.4k | 33.71 |
| 2023-03-31 | $111k | 3.4k | 32.15 |
| 2022-12-31 | $101k | 3.0k | 34.20 |
| 2022-09-30 | $254k | 8.4k | 30.38 |
| 2022-06-30 | $263k | 8.4k | 31.45 |
| 2022-03-31 | $320k | 8.4k | 38.27 |
| 2018-12-31 | $243k | 10k | 23.86 |
| 2018-09-30 | $281k | 10k | 27.60 |
| 2018-06-30 | $271k | 10k | 26.61 |
| 2018-03-31 | $281k | 10k | 27.60 |
| 2017-12-31 | $324k | 12k | 27.92 |
| 2017-09-30 | $300k | 12k | 25.86 |