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 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%	-$4.05K	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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Miller Financial Services's SPY Position: Q2 2026 in Review

Miller Financial Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2026, selling an estimated $16.7K and leaving 1,097 shares worth $878K. The position accounts for 0.71% of the portfolio, ranked #43.

Miller Financial Services first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.99M in Q4 2024. 2,027 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Miller Financial Services held 1,097 shares of State Street SPDR S&P 500 ETF Trust worth $878K as of Q2 2026.
Miller Financial Services sold 23 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $16.7K.
State Street SPDR S&P 500 ETF Trust made up 0.71% of Miller Financial Services's portfolio in Q2 2026, its #43 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 7 quarters since.
Miller Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $1.99M in Q4 2024.
2,027 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.