Milestone Asset Management Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Milestone Asset Management Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,870	Closed	-$212K	–	132
2025 Q4	$212K	Sell	3,870 -299	-7%	-$15.9K	0.12%	123
2025 Q3	$225K	Sell	4,169 -23	-0.5%	-$1.22K	0.14%	110
2025 Q2	$220K	Buy	4,192 +7	+0.2%	+$346	0.16%	100
2025 Q1	$208K	Buy	4,185 +5	+0.1%	+$251	0.19%	90
2024 Q4	$202K	Buy	+4,180	New	+$202K	0.18%	93

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Milestone Asset Management Group's XLF Position: Q1 2026 in Review

Milestone Asset Management Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 3,870 shares — an estimated $212K sold.

Milestone Asset Management Group first reported a position in XLF in Q4 2024 and held it in 5 quarters. The position peaked at $225K in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Milestone Asset Management Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Milestone Asset Management Group sold 3,870 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $212K.
Milestone Asset Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Milestone Asset Management Group's State Street Financial Select Sector SPDR ETF position peaked at $225K in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.