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Utilities SPDR shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities 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 Utilities SPDR by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $317k 7.4k 42.70
2025-03-31 $2.5M 32k 78.85
2024-06-30 $209k 3.1k 68.14

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Series Trust State Street Spd (FLRN)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Apple (AAPL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Microsoft Corporation (MSFT)
Palantir Technologies Cl A (PLTR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Tidal Trust I Fundstrat Granny (GRNY)

View all positions for Milestone Asset Management

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Jane Street
Susquehanna International
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
Millennium Management
Envestnet Asset Management
Goldman Sachs Group
Harel Insurance Investments & Financial Services
Tudor Investment Corporation
Menora Mivtachim Holdings
Citadel Advisors

View all funds holding Utilities SPDR