Milestone Wealth, LLC Spdr S&P 500 ETF Trust Transaction History

Milestone Wealth, LLC

  • $93.9 Million
  • Q3 2022

A detailed history of Milestone Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Milestone Wealth, LLC holds 5,032 shares of SPY stock, worth $3.03 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
5,032
Previous 5,032 -0.0%
Holding current value
$3.03 Million
Previous $1.9 Million -0.0%
% of portfolio
2.02%
Previous 2.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022
BUY
$365.86 - $456.8 $355,615 - $444,009
972 Added 23.94%
5,032 $1.9 Million
Q4 2021

Feb 16, 2022
BUY
$428.64 - $477.48 $1.74 Million - $1.94 Million
4,060 New
4,060 $1.93 Million

Others Institutions Holding SPY

# of Institutions
4,548
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
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