Milestone Asset Management Group, LLC Spdr Portfolio Transaction History
Milestone Asset Management Group, LLC
- $135 Billion
- Q2 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 33,931 shares of SPYG stock, worth $3.56 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
33,931
Previous 28,737
18.07%
Holding current value
$3.56 Million
Previous $2.31 Billion
40.04%
% of portfolio
2.39%
Previous 2.09%
Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,315Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.97 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2.02 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.19 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.07 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.03 Billion0.24% of portfolio