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

Miller Financial Services’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 Q3	$801K	Sell	1,050 -47	-4%	-$35.7K	0.61%	49
2026 Q2	$878K	Sell	1,097 -23	-2%	-$16.7K	0.71%	43
2026 Q1	$728K	Sell	1,120 -89	-7%	-$60.5K	0.8%	39
2025 Q4	$861K	Sell	1,209 -6	-0.5%	-$4.06K	1.01%	28
2025 Q3	$809K	Buy	1,215 +192	+19%	+$123K	0.94%	33
2025 Q2	$632K	Buy	1,023 +325	+47%	+$186K	0.81%	37
2025 Q1	$391K	Sell	698 -2,694	-79%	-$1.58M	0.56%	59
2024 Q4	$1.99M	Buy	+3,392	New	+$2M	1.68%	10

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Miller Financial Services's SPY Position: Q3 2026 in Review

Miller Financial Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.3% in Q3 2026, selling an estimated $35.7K and leaving 1,050 shares worth $801K. The position accounts for 0.61% of the portfolio, ranked #49.

Miller Financial Services first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.99M in Q4 2024. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Miller Financial Services held 1,050 shares of State Street SPDR S&P 500 ETF Trust worth $801K as of Q3 2026.
Miller Financial Services sold 47 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $35.7K.
State Street SPDR S&P 500 ETF Trust made up 0.61% of Miller Financial Services's portfolio in Q3 2026, its #49 holding.
Miller Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
Miller Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $1.99M in Q4 2024.
2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.