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

Milestone Asset Management’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 Q2	$417K	Sell	4,740 -266	-5%	-$22.7K	0.07%	199
2026 Q1	$383K	Buy	5,006 +374	+8%	+$29.9K	0.07%	182
2025 Q4	$372K	Sell	4,632 -227	-5%	-$18.1K	0.07%	170
2025 Q3	$381K	Buy	4,859 +52	+1%	+$3.92K	0.07%	173
2025 Q2	$349K	Buy	4,807 +22	+0.5%	+$1.48K	0.07%	166
2025 Q1	$315K	Buy	+4,785	New	+$331K	0.07%	183

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Milestone Asset Management's SPYM Position: Q2 2026 in Review

Milestone Asset Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.3% in Q2 2026, selling an estimated $22.7K and leaving 4,740 shares worth $417K. The position accounts for 0.07% of the portfolio, ranked #199.

Milestone Asset Management first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Milestone Asset Management held 4,740 shares of State Street SPDR Portfolio S&P 500 ETF worth $417K as of Q2 2026.
Milestone Asset Management sold 266 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $22.7K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Milestone Asset Management's portfolio in Q2 2026, its #199 holding.
Milestone Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.