MW
SPY icon

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

Milestone Wealth’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
2022
Q3 		$1.8M Hold
5,032
– – 2.01% 11
2022
Q2 		$1.9M Buy
5,032
+972
+24% +$398K 2% 11
2022
Q1 		$1.93M Hold
4,060
– – 1.57% 13
2021
Q4 		$1.93M Buy
+4,060
New +$1.86M 1.54% 13

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Milestone Wealth's SPY Position: Q3 2022 in Review

Milestone Wealth held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2022 at 5,032 shares worth $1.8M. The position accounts for 2.01% of the portfolio, ranked #11.

Milestone Wealth first reported a position in SPY in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.93M in Q1 2022. 3,052 funds tracked by Wall St. Rank hold SPY as of Q3 2022.

  • Milestone Wealth held 5,032 shares of State Street SPDR S&P 500 ETF Trust worth $1.8M as of Q3 2022.
  • Milestone Wealth left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2022.
  • State Street SPDR S&P 500 ETF Trust made up 2.01% of Milestone Wealth's portfolio in Q3 2022, its #11 holding.
  • Milestone Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $1.93M in Q1 2022.
  • 3,052 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.