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Spdr Series Trust equity shares owned by Milestone Asset Management

Quarter-by-quarter ownership of Spdr Series Trust equity (IBND) shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management investment in Spdr Series Trust equity

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust equity 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 Series Trust equity by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 34k 32.29
2025-06-30 $514k 16k 32.59
2024-12-31 $310k 11k 28.36
2022-12-31 $5.2M 180k 28.68

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 Series Trust equity

Mainstay Capital Management
Farther Finance Advisors
Checchi Capital Advisers
Lodestar Private Asset Management
Lifestyle Asset Management
LPL Financial
Lam Group
Cambria Investment Management
Leuthold Weeden Capital Management
Summit Investment Advisors
CFG Asset Management
Jane Street
Synergy Financial Management
Morgan Stanley
State Street Corporation

View all funds holding Spdr Series Trust equity