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

Milestone Investment Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$129K	Hold	173	–	–	0.03%	101
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

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Milestone Investment Advisors's SPY Position: Q2 2026 in Review

Milestone Investment Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 173 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #101.

Milestone Investment Advisors first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Milestone Investment Advisors held 173 shares of State Street SPDR S&P 500 ETF Trust worth $129K as of Q2 2026.
Milestone Investment Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Milestone Investment Advisors's portfolio in Q2 2026, its #101 holding.
Milestone Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.