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 Q3	$418K	Sell	4,651 -89	-2%	-$7.96K	0.07%	186
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

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

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

Milestone Asset Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.9% in Q3 2026, selling an estimated $7.96K and leaving 4,651 shares worth $418K. The position accounts for 0.07% of the portfolio, ranked #186.

Milestone Asset Management first reported a position in SPYM in Q1 2025 and has held it in 7 quarters since. 338 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Milestone Asset Management held 4,651 shares of State Street SPDR Portfolio S&P 500 ETF worth $418K as of Q3 2026.
Milestone Asset Management sold 89 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $7.96K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Milestone Asset Management's portfolio in Q3 2026, its #186 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 7 quarters since.
338 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.