MILESTONE ASSET MANAGEMENT, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1964722
PITTSBURGH, PA
Position in XLB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$262,892
-$142 QoQ
Shares Held
5,261
+79.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $262,892 | 5,261 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $263,034 | 2,935 | Shares | Sole | 2025-10-15 | |
| 2025-03-31 | $1,279,382 | 14,880 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $414,388 | 4,925 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $307,837 | 3,194 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $245,059 | 2,775 | Shares | Other | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||