Milestone Asset Management Group
SPYM icon

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

Milestone Asset Management Group’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$384K Hold
4,281
– – 0.18% 94
2026
Q2 		$376K Sell
4,281
-40
-0.9% -$3.41K 0.19% 99
2026
Q1 		$331K Sell
4,321
-1,895
-30% -$152K 0.19% 95
2025
Q4 		$499K Sell
6,216
-123
-2% -$9.8K 0.28% 71
2025
Q3 		$497K Buy
6,339
+2,508
+65% +$189K 0.31% 71
2025
Q2 		$278K Buy
+3,831
New +$258K 0.21% 85

Other funds holding SPYM

Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Milestone Asset Management Group's SPYM Position: Q3 2026 in Review

Milestone Asset Management Group held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 4,281 shares worth $384K. The position accounts for 0.18% of the portfolio, ranked #94.

Milestone Asset Management Group first reported a position in SPYM in Q2 2025 and has held it in 6 quarters since. The position peaked at $499K in Q4 2025. 1,445 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Milestone Asset Management Group held 4,281 shares of State Street SPDR Portfolio S&P 500 ETF worth $384K as of Q3 2026.
  • Milestone Asset Management Group left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.18% of Milestone Asset Management Group's portfolio in Q3 2026, its #94 holding.
  • Milestone Asset Management Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
  • Milestone Asset Management Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $499K in Q4 2025.
  • 1,445 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.