Milestones Private Investment Advisors LLC Spdr Portfolio Transaction History
Milestones Private Investment Advisors LLC
- $146 Billion
- Q3 2025
A detailed history of Milestones Private Investment Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 25,672 shares of SPYG stock, worth $2.66 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
25,672
Previous 25,554
0.46%
Holding current value
$2.66 Million
Previous $2.44 Billion
10.15%
% of portfolio
1.83%
Previous 1.8%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,347Shares Held
319MCall Options Held
342KPut Options Held
167K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio