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

Miller Financial Services’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$632K Buy
1,023
+325
+47% +$201K 0.81% 37
2025
Q1 		$391K Sell
698
-2,694
-79% -$1.51M 0.56% 59
2024
Q4 		$1.99M Buy
+3,392
New +$1.99M 1.68% 10