Milestones Private Investment Advisors LLC Spdr Portfolio S&P 500 Value E Transaction History

Milestones Private Investment Advisors LLC

  • $146 Billion
  • Q3 2025

A detailed history of Milestones Private Investment Advisors LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 38,577 shares of SPYV stock, worth $2.12 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
38,577
Previous 38,177 1.05%
Holding current value
$2.12 Million
Previous $2 Billion 6.82%
% of portfolio
1.46%
Previous 1.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$52.12 - $55.33 $20,848 - $22,132
400 Added 1.05%
38,577 $2.13 Billion
Q2 2025

Sep 11, 2025
BUY
$45.11 - $52.34 $1.72 Million - $2 Million
38,177 New
38,177 $2 Billion

Others Institutions Holding SPYV

# of Institutions
1,156
Shares Held
444M
Call Options Held
372K
Put Options Held
26K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Milestones Private Investment Advisors LLC Portfolio

Follow Milestones Private 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 Milestones Private Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestones Private Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email