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

Milestone Asset Management Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Sell	1,550 -49	-3%	-$33.3K	0.59%	45
2025 Q4	$1.09M	Buy	1,599 +3	+0.2%	+$2.03K	0.62%	45
2025 Q3	$1.06M	Sell	1,596 -71	-4%	-$45.5K	0.67%	44
2025 Q2	$1.03M	Buy	1,667 +253	+18%	+$145K	0.76%	38
2025 Q1	$791K	Buy	1,414 +74	+6%	+$43.5K	0.72%	43
2024 Q4	$785K	Buy	+1,340	New	+$789K	0.7%	43

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Milestone Asset Management Group's SPY Position: Q1 2026 in Review

Milestone Asset Management Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.1% in Q1 2026, selling an estimated $33.3K and leaving 1,550 shares worth $1.01M. The position accounts for 0.59% of the portfolio, ranked #45.

Milestone Asset Management Group first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.09M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Milestone Asset Management Group held 1,550 shares of State Street SPDR S&P 500 ETF Trust worth $1.01M as of Q1 2026.
Milestone Asset Management Group sold 49 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $33.3K.
State Street SPDR S&P 500 ETF Trust made up 0.59% of Milestone Asset Management Group's portfolio in Q1 2026, its #45 holding.
Milestone Asset Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Milestone Asset Management Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.09M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.