Milestone Asset Management Group, LLC Spdr Portfolio Transaction History
Milestone Asset Management Group, LLC
- $159 Billion
- Q3 2025
A detailed history of Milestone Asset Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 5,168 shares of SPMD stock, worth $290,803. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,168Holding current value
$290,803% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
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Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
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Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
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Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio