Milestone Asset Management Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.03M	Buy	1,667 +253	+18%	+$156K	0.76%	38
2025 Q1	$791K	Buy	1,414 +74	+6%	+$41.4K	0.72%	43
2024 Q4	$785K	Buy	+1,340	New	+$785K	0.7%	43