A detailed history of Milestone Asset Management Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 1,667 shares of SPY stock, worth $1.12 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
1,667
Previous 1,414 17.89%
Holding current value
$1.12 Million
Previous $791 Million 30.2%
% of portfolio
0.76%
Previous 0.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025

BUY
$496.48 - $617.85 $125,609 - $156,316
253 Added 17.89%
1,667 $1.03 Billion
Q1 2025

May 06, 2025

BUY
$551.42 - $612.93 $40,805 - $45,356
74 Added 5.52%
1,414 $791 Million
Q4 2024

Mar 27, 2025

BUY
$567.81 - $607.81 $760,865 - $814,465
1,340 New
1,340 $785 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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