Milestone Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$113K	Hold	173	–	–	0.03%	100
2025 Q4	$118K	Hold	173	–	–	0.03%	95
2025 Q3	$115K	Hold	173	–	–	0.03%	93
2025 Q2	$107K	Hold	173	–	–	0.03%	93
2025 Q1	$96.8K	Buy	173 +21	+14%	+$12.3K	0.03%	93
2024 Q4	$89.1K	Hold	152	–	–	0.02%	96
2024 Q3	$87.2K	Sell	152 -6	-4%	-$3.32K	0.02%	95
2024 Q2	$86K	Buy	158 +6	+4%	+$3.14K	0.02%	94
2024 Q1	$79.5K	Hold	152	–	–	0.02%	93
2023 Q4	$72.2K	Hold	152	–	–	0.02%	89
2023 Q3	$65K	Hold	152	–	–	0.02%	174
2023 Q2	$67.4K	Hold	152	–	–	0.02%	83
2023 Q1	$62.2K	Hold	152	–	–	0.02%	186
2022 Q4	$58.1K	Buy	+152	New	+$58.4K	0.02%	82