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Spdr Ser Tr cmn shares owned by Milestone Asset Management

Quarter-by-quarter ownership of Spdr Ser Tr cmn (FLRN) shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management investment in Spdr Ser Tr cmn

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All positions including Spdr Ser Tr cmn held by Milestone Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $34M 1.1M 30.86
2025-06-30 $33M 1.1M 30.83
2025-03-31 $26M 840k 30.82
2024-12-31 $2.4M 80k 30.73

More positions owned by Milestone Asset Management

Spdr Series Trust Bloomberg Invt (FLRN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr TRS FLT RT BD (TFLO)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)

View all positions for Milestone Asset Management

Top funds holding Spdr Ser Tr cmn

Wealthfront Advisers
Ameriprise Financial
LPL Financial
Morgan Stanley
Royal Bank of Canada
New York Life Investment Management
Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Curbstone Financial Management
Renaissance Technologies
Milestone Asset Management
Keybank National Association
Facet Wealth
Tiaa Trust, National Association

View all funds holding Spdr Ser Tr cmn