Milestones Private Investment Advisors LLC Spdr Portfolio S&P 500 Value E Transaction History
Milestones Private Investment Advisors LLC
- $146 Billion
- Q3 2025
A detailed history of Milestones Private Investment Advisors LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 38,577 shares of SPYV stock, worth $2.17 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
38,577
Previous 38,177
1.05%
Holding current value
$2.17 Million
Previous $2 Billion
6.82%
% of portfolio
1.46%
Previous 1.48%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,179Shares Held
475MCall Options Held
127KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.7MShares$4.59 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC46.4MShares$2.61 Billion0.8% of portfolio
-
Goldman Sachs Group Inc New York, NY22.2MShares$1.25 Billion0.16% of portfolio
-
Allworth Financial LP19.3MShares$1.08 Billion4.86% of portfolio
-
Morgan Stanley New York, NY8.97MShares$504 Million0.03% of portfolio