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Spdr Ser Tr cmn shares owned by Milestone Group

Quarter-by-quarter ownership of Spdr Ser Tr cmn (SMLV) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Milestone Group 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 Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $38k 343 110.02
2024-03-31 $47k 419 112.04

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

Top funds holding Spdr Ser Tr cmn

Congress Wealth Management LLC / DE /
McNaughton Wealth Management
DORVAL Corp
Cambridge Investment Research Advisors
LPL Financial
Commonwealth Equity Services
Mariner Wealth Advisors
Envestnet Asset Management
IAG Wealth Partners
Equitable Holdings
H D Vest Advisory Services
Bank of America Corporation
Kestra Advisory Services
Johnson & White Wealth Management
Royal Bank of Canada

View all funds holding Spdr Ser Tr cmn