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

Miller Global Investments’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 		– Sell
-40
Closed -$26K – 309
2026
Q1 		$26K Buy
+40
New +$27.2K 0.02% 207

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Miller Global Investments's SPY Position: Q2 2026 in Review

Miller Global Investments sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 40 shares — an estimated $26K sold.

Miller Global Investments first reported a position in SPY in Q1 2026 and held it in 1 quarter. The position peaked at $26K in Q1 2026. 2,863 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Miller Global Investments reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
  • Miller Global Investments sold 40 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $26K.
  • Miller Global Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2026 and held it in 1 quarter.
  • Miller Global Investments's State Street SPDR S&P 500 ETF Trust position peaked at $26K in Q1 2026.
  • 2,863 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.