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

Milestone Asset Management’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 Q2	$1.26M	Buy	23,477 +9,203	+64%	+$478K	0.2%	116
2026 Q1	$705K	Sell	14,274 -312	-2%	-$16.3K	0.13%	141
2025 Q4	$799K	Buy	14,586 +693	+5%	+$36.9K	0.15%	122
2025 Q3	$748K	Buy	13,893 +2,224	+19%	+$118K	0.14%	122
2025 Q2	$611K	Sell	11,669 -27,553	-70%	-$1.36M	0.13%	127
2025 Q1	$1.95M	Buy	39,222 +19,206	+96%	+$963K	0.42%	52
2024 Q4	$967K	Buy	20,016 +12,968	+184%	+$627K	0.21%	107
2024 Q3	$319K	Buy	7,048 +793	+13%	+$34.6K	0.07%	173
2024 Q2	$257K	Buy	+6,255	New	+$257K	0.06%	172
2023 Q3	–	Sell	-6,309	Closed	-$213K	–	92
2023 Q2	$213K	Buy	+6,309	New	+$206K	0.09%	59

Other funds holding XLF

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return