Milestone Investment Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Hold |
173
| – | – | 0.03% | 93 |
|
|
2025
Q1 | $96.8K | Buy |
173
+21
| +14% | +$11.7K | 0.03% | 93 |
|
|
2024
Q4 | $89.1K | Hold |
152
| – | – | 0.02% | 96 |
|
|
2024
Q3 | $87.2K | Sell |
152
-6
| -4% | -$3.44K | 0.02% | 95 |
|
|
2024
Q2 | $86K | Buy |
158
+6
| +4% | +$3.27K | 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 | +$58.1K | 0.02% | 82 |
|