MAM
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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
Q3 		$2.13M Buy
39,878
+16,401
+70% +$930K 0.34% 75
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
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Milestone Asset Management's XLF Position: Q3 2026 in Review

Milestone Asset Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 70% in Q3 2026, buying an estimated $930K and bringing the position to 39,878 shares worth $2.13M. The position accounts for 0.34% of the portfolio, ranked #75.

Milestone Asset Management first reported a position in XLF in Q2 2023 and has held it in 11 quarters since. 268 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • Milestone Asset Management held 39,878 shares of State Street Financial Select Sector SPDR ETF worth $2.13M as of Q3 2026.
  • Milestone Asset Management bought 16,401 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $930K.
  • State Street Financial Select Sector SPDR ETF made up 0.34% of Milestone Asset Management's portfolio in Q3 2026, its #75 holding.
  • Milestone Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 11 quarters since.
  • 268 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.