Milestone Asset Management Group’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Buy	4,192 +7	+0.2%	+$367	0.16%	100
2025 Q1	$208K	Buy	4,185 +5	+0.1%	+$249	0.19%	90
2024 Q4	$202K	Buy	+4,180	New	+$202K	0.18%	93