Milestone Asset Management »

Technology SPDR shares owned by Milestone Asset Management

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Technology SPDR by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $688k 3.0k 225.79
2023-06-30 $220k 1.3k 173.86
2023-03-31 $2.5M 17k 151.01

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
RBB Us Trsry 6 Mnth (XBIL)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
NVIDIA Corporation (NVDA)
Walt Disney Company (DIS)
Nike CL B (NKE)

View all positions for Milestone Asset Management

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
LPL Financial
Susquehanna International
Envestnet Asset Management
Goldman Sachs Group
Citadel Advisors
Churchill Management Corp.
Raymond James & Associates
Royal Bank of Canada
Branch Banking & Trust Company
Barclays
Janney Montgomery Scott
WestEnd Advisors

View all funds holding Technology SPDR