Milestone Investment Advisors LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 70,495 shares of SPYX stock, worth $3.49 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
70,495
Previous 70,353 0.2%
Holding current value
$3.49 Million
Previous $3.14 Million 6.15%
% of portfolio
0.95%
Previous 0.85%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$42.38 - $47.25 $6,017 - $6,709
142 Added 0.2%
70,495 $3.33 Million
Q2 2024

Aug 13, 2024
SELL
$40.47 - $44.95 $174,830 - $194,184
-4,320 Reduced 5.79%
70,353 $3.14 Million
Q1 2024

May 14, 2024
SELL
$38.19 - $42.8 $7,370 - $8,260
-193 Reduced 0.26%
74,673 $3.2 Million
Q4 2023

Feb 09, 2024
BUY
$33.41 - $38.98 $73,568 - $85,833
2,202 Added 3.03%
74,866 $2.91 Million
Q3 2023

Nov 08, 2023
SELL
$34.55 - $37.33 $122,306 - $132,148
-3,540 Reduced 4.65%
72,664 $2.52 Million
Q2 2023

Aug 02, 2023
BUY
$32.81 - $36.17 $43,571 - $48,033
1,328 Added 1.77%
76,204 $2.76 Million
Q1 2023

May 16, 2023
BUY
$31.18 - $96.11 $1.54 Million - $4.76 Million
49,548 Added 195.63%
74,876 $2.49 Million
Q4 2022

Mar 15, 2023
BUY
$28.84 - $98.94 $730,459 - $2.51 Million
25,328 New
25,328 $2.36 Billion

Others Institutions Holding SPYX

# of Institutions
224
Shares Held
18.3M
Call Options Held
0
Put Options Held
225K
View Full List

About SPDR S&P 500 FOSSIL FUEL RESER

SPYX Quotes by TradingView
  • Ticker SPYX
  • Sector ETFs
  • Industry ETFs
More about SPYX
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