MILESTONE ASSET MANAGEMENT, LLC's ownership history for SPY

MILESTONE ASSET MANAGEMENT, LLC currently holds 1.5K shares with a market value of $1.0M. It started holding SPY on 2024-09-30. At its peak, it held 22.1K shares on 2024-09-30. Its highest holding value was $12.9M on 2025-09-30. At its lowest, it held 1.5K shares on 2025-12-31, with a value of $936.2K on 2025-06-30. In the recent 180 days, MILESTONE ASSET MANAGEMENT, LLC has decreased its shares by 4. In the recent year, MILESTONE ASSET MANAGEMENT, LLC has decreased its shares by 19.3K.

It has also owned 8 contracts of puts, with the market value of the underlying securities totaling $532.9K on 2024-09-30. At its peak, it held 9 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $532.9K on 2025-09-30. At its lowest, it held 8 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $447.5K on 2025-03-31. In the recent 180 days, MILESTONE ASSET MANAGEMENT, LLC has increased its holdings by 0 contracts.