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Spdr Ser Tr sp500 fosl etf shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of Spdr Ser Tr sp500 fosl etf (SPYX) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in Spdr Ser Tr sp500 fosl etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr sp500 fosl etf held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr sp500 fosl etf by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 75k 38.81
2023-09-30 $2.5M 73k 34.73
2023-06-30 $2.8M 76k 36.17
2023-03-31 $2.5M 75k 33.24
2022-12-31 $2.4M 25k 93.35

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

Top funds holding Spdr Ser Tr sp500 fosl etf

Windmill Hill Asset Management
Betterment
Bank of New York Mellon
Pnc Financial Services
Partners Capital Investment Group
Sensible Financial Planning & Management
Pathstone Holdings
Bank of America Corporation
Rockefeller Capital Management
Gemmer Asset Management
Retirement Income Solutions
Spinnaker Trust
Gould Asset Management
Royal Bank of Canada
Goldman Sachs Group

View all funds holding Spdr Ser Tr sp500 fosl etf