Milestone Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Milestone Asset Management's XLF Position: Q2 2026 in Review
Milestone Asset Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 64% in Q2 2026, buying an estimated $478K and bringing the position to 23,477 shares worth $1.26M. The position accounts for 0.2% of the portfolio, ranked #116.
Milestone Asset Management first reported a position in XLF in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.95M in Q1 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Milestone Asset Management held 23,477 shares of State Street Financial Select Sector SPDR ETF worth $1.26M as of Q2 2026.
- Milestone Asset Management bought 9,203 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $478K.
- State Street Financial Select Sector SPDR ETF made up 0.2% of Milestone Asset Management's portfolio in Q2 2026, its #116 holding.
- Milestone Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 10 quarters since.
- Milestone Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $1.95M in Q1 2025.
- 1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.