Milestone Investment Advisors LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 70,043 shares of SPYX stock, worth $3.42 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

70,043

Previous 70,495 0.64%

Holding current value

$3.42 Million

Previous $3.33 Million 1.26%

% of portfolio

0.94%

Previous 0.95%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$46.53 - $49.91 $21,031 - $22,559	-452 Reduced 0.64%	70,043 $3.37 Million
Q3 2024 Oct 30, 2024	BUY	$42.38 - $47.25 $6,017 - $6,709	142 Added 0.2%	70,495 $3.33 Million
Q2 2024 Aug 13, 2024	SELL	$40.47 - $44.95 $174,830 - $194,184	-4,320 Reduced 5.79%	70,353 $3.14 Million
Q1 2024 May 14, 2024	SELL	$38.19 - $42.8 $7,370 - $8,260	-193 Reduced 0.26%	74,673 $3.2 Million
Q4 2023 Feb 09, 2024	BUY	$33.41 - $38.98 $73,568 - $85,833	2,202 Added 3.03%	74,866 $2.91 Million
Q3 2023 Nov 08, 2023	SELL	$34.55 - $37.33 $122,306 - $132,148	-3,540 Reduced 4.65%	72,664 $2.52 Million
Q2 2023 Aug 02, 2023	BUY	$32.81 - $36.17 $43,571 - $48,033	1,328 Added 1.77%	76,204 $2.76 Million
Q1 2023 May 16, 2023	BUY	$31.18 - $96.11 $1.54 Million - $4.76 Million	49,548 Added 195.63%	74,876 $2.49 Million
Q4 2022 Mar 15, 2023	BUY	$28.84 - $98.94 $730,459 - $2.51 Million	25,328 New	25,328 $2.36 Billion

Others Institutions Holding SPYX

# of Institutions

231

Shares Held

21M

Call Options Held

Put Options Held

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About SPDR S&P 500 FOSSIL FUEL RESER

Ticker SPYX
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Milestone Investment Advisors LLC Spdr S&P 500 Fossil Fuel Reser Transaction History