Milestone Asset Management Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Milestone Asset Management Group, LLC
- $135 Billion
- Q2 2025
A detailed history of Milestone Asset Management Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 68,995 shares of SPYV stock, worth $3.84 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
68,995
Previous 67,070
2.87%
Holding current value
$3.84 Million
Previous $3.43 Billion
5.43%
% of portfolio
2.67%
Previous 3.1%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,154Shares Held
443MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.52 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.51 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$926 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$546 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$461 Million6.12% of portfolio