Courage Miller Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Courage Miller Partners’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
2026 Q2	$1.57M	Hold	2,099	–	–	0.41%	35
2026 Q1	$1.37M	Hold	2,099	–	–	0.39%	38
2025 Q4	$1.43M	Sell	2,099 -45	-2%	-$30.4K	0.43%	33
2025 Q3	$1.43M	Sell	2,144 -99	-4%	-$63.5K	0.43%	33
2025 Q2	$1.39M	Buy	2,243 +165	+8%	+$94.3K	0.44%	32
2025 Q1	$1.16M	Hold	2,078	–	–	0.39%	35
2024 Q4	$1.22M	Sell	2,078 -40	-2%	-$23.6K	0.42%	34
2024 Q3	$1.22M	Buy	2,118 +35	+2%	+$19.4K	0.41%	36
2024 Q2	$1.13M	Hold	2,083	–	–	0.41%	36
2024 Q1	$1.09M	Hold	2,083	–	–	0.38%	39
2023 Q4	$990K	Sell	2,083 -1	-0%	-$445	0.37%	38
2023 Q3	$891K	Hold	2,084	–	–	0.37%	38
2023 Q2	$924K	Sell	2,084 -86	-4%	-$36.1K	0.38%	39
2023 Q1	$888K	Hold	2,170	–	–	0.38%	36
2022 Q4	$830K	Hold	2,170	–	–	0.38%	35
2022 Q3	$775K	Hold	2,170	–	–	0.39%	34
2022 Q2	$819K	Buy	2,170 +6	+0.3%	+$2.46K	0.39%	35
2022 Q1	$977K	Buy	2,164 +5	+0.2%	+$2.23K	0.39%	36
2021 Q4	$1.02M	Hold	2,159	–	–	0.39%	38
2021 Q3	$927K	Buy	2,159 +25	+1%	+$11K	0.37%	41
2021 Q2	$913K	Hold	2,134	–	–	0.37%	43
2021 Q1	$846K	Hold	2,134	–	–	0.37%	44
2020 Q4	$798K	Hold	2,134	–	–	0.37%	43
2020 Q3	$658K	Hold	2,134	–	–	0.35%	46
2020 Q2	$658K	Hold	2,134	–	–	0.35%	46
2020 Q1	$550K	Sell	2,134 -7	-0.3%	-$2.13K	0.34%	46
2019 Q4	$689K	Sell	2,141 -29	-1%	-$8.93K	0.35%	47
2019 Q3	$644K	Buy	2,170 +69	+3%	+$20.4K	0.36%	47
2019 Q2	$615K	Hold	2,101	–	–	0.34%	49
2019 Q1	$593K	Hold	2,101	–	–	0.34%	51
2018 Q4	$525K	Hold	2,101	–	–	0.31%	52
2018 Q3	$611K	Hold	2,101	–	–	0.35%	51
2018 Q2	$569K	Hold	2,101	–	–	0.34%	52
2018 Q1	$552K	Sell	2,101 -60	-3%	-$16.4K	0.33%	51
2017 Q4	$576K	Sell	2,161 -4	-0.2%	-$1.04K	0.35%	50
2017 Q3	$544K	Hold	2,165	–	–	0.34%	51
2017 Q2	$523K	Hold	2,165	–	–	0.34%	49
2017 Q1	$510K	Sell	2,165 -50	-2%	-$11.6K	0.35%	49
2016 Q4	$495K	Sell	2,215 -205	-8%	-$44.8K	0.35%	51
2016 Q3	$523K	Hold	2,420	–	–	0.36%	50
2016 Q2	$507K	Sell	2,420 -249	-9%	-$51.7K	0.36%	49
2016 Q1	$549K	Buy	2,669 +51	+2%	+$9.95K	0.38%	47
2015 Q4	$534K	Buy	2,618 +262	+11%	+$53.8K	0.37%	48
2015 Q3	$451K	Buy	+2,356	New	+$478K	0.34%	48

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Courage Miller Partners's SPY Position: Q2 2026 in Review

Courage Miller Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 2,099 shares worth $1.57M. The position accounts for 0.41% of the portfolio, ranked #35.

Courage Miller Partners first reported a position in SPY in Q3 2015 and has held it in 44 quarters since. 2,286 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Courage Miller Partners held 2,099 shares of State Street SPDR S&P 500 ETF Trust worth $1.57M as of Q2 2026.
Courage Miller Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.41% of Courage Miller Partners's portfolio in Q2 2026, its #35 holding.
Courage Miller Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2015 and has held it in 44 quarters since.
2,286 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.