Milestone Investment Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 152 shares of SPY stock, worth $91,852. This represents 0.02% of its overall portfolio holdings.

Number of Shares
152
Previous 158 3.8%
Holding current value
$91,852
Previous $85,000 2.35%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$517.38 - $573.86 $3,104 - $3,443
-6 Reduced 3.8%
152 $87,000
Q2 2024

Aug 13, 2024
BUY
$495.16 - $548.49 $2,970 - $3,290
6 Added 3.95%
158 $85,000
Q4 2022

Mar 15, 2023
BUY
$357.63 - $407.42 $54,359 - $61,927
152 New
152 $58.1 Million

Others Institutions Holding SPY

# of Institutions
4,552
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email