Spdr S&p 500 Etf shares owned by Milestone Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Milestone Investment Advisors
from 13F filings
Historical chart of Milestone Investment Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Milestone Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $115k | 173 | 666.19 |
| 2025-06-30 | $107k | 173 | 617.86 |
| 2025-03-31 | $97k | 173 | 559.39 |
| 2024-12-31 | $89k | 152 | 586.09 |
| 2024-09-30 | $87k | 152 | 573.76 |
| 2024-06-30 | $86k | 158 | 544.22 |
| 2024-03-31 | $80k | 152 | 523.07 |
| 2023-12-31 | $72k | 152 | 475.32 |
| 2023-09-30 | $65k | 152 | 427.48 |
| 2023-06-30 | $67k | 152 | 443.28 |
| 2023-03-31 | $62k | 152 | 409.39 |
| 2022-12-31 | $58k | 152 | 382.43 |
More positions owned by Milestone Investment Advisors
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