Spdr S&p 500 Etf shares owned by Milestone Asset Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Milestone Asset Management
from 13F filings
Historical chart of Milestone Asset Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Milestone Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 20k | 666.20 |
| 2025-06-30 | $936k | 1.5k | 617.95 |
| 2025-03-31 | $12M | 21k | 559.59 |
| 2024-12-31 | $13M | 22k | 586.20 |
| 2024-09-30 | $13M | 23k | 573.83 |
| 2024-06-30 | $13M | 24k | 544.32 |
| 2024-03-31 | $13M | 25k | 523.21 |
| 2023-12-31 | $14M | 29k | 475.31 |
| 2023-09-30 | $22M | 52k | 427.31 |
| 2023-06-30 | $24M | 55k | 443.29 |
| 2023-03-31 | $22M | 53k | 409.39 |
| 2022-12-31 | $23M | 57k | 400.63 |
More positions owned by Milestone Asset Management
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