SPDR SER TR

Ticker: SPYX CUSIP: 78468R796 Class: SPDR S&P 500 ETF

Milestone Investment Advisors LLC's Holding History (CIK: 0001967018)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 60,814 Value ($000) $3,417 Avg Close — Range —
Q3 2025
Shares 63,973 Value ($000) $3,509 Avg Close — Range —
Q2 2025
Shares 64,048 Value ($000) $3,262 Avg Close — Range —
Q1 2025
Shares 68,365 Value ($000) $3,128 Avg Close — Range —
Q4 2024
Shares 70,043 Value ($000) $3,373 Avg Close — Range —
Q3 2024
Shares 70,495 Value ($000) $3,331 Avg Close — Range —
Q2 2024
Shares 70,353 Value ($000) $3,138 Avg Close — Range —
Q1 2024
Shares 74,673 Value ($000) $3,196 Avg Close — Range —
Q4 2023
Shares 74,866 Value ($000) $2,906 Avg Close — Range —
Q3 2023
Shares 72,664 Value ($000) $2,524 Avg Close — Range —
Q2 2023
Shares 76,204 Value ($000) $2,756 Avg Close — Range —
Q1 2023
Shares 74,876 Value ($000) $2,489 Avg Close — Range —
Q4 2022
Shares 25,328 Value ($000) $2,364 Avg Close — Range —