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

Miller Howard 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 Q1	–	Sell	-5,508	Closed	-$3.76M	–	148
2025 Q4	$3.76M	Buy	5,508 +5,132	+1,365%	+$3.47M	0.11%	91
2025 Q3	$250K	Buy	+376	New	+$241K	0.01%	135
2025 Q1	–	Sell	-3,654	Closed	-$2.14M	–	146
2024 Q4	$2.14M	Buy	3,654 +3,198	+701%	+$1.88M	0.07%	97
2024 Q3	$262K	Hold	456	–	–	0.01%	190
2024 Q2	$248K	Sell	456 -48	-10%	-$25.1K	0.01%	187
2024 Q1	$263K	Sell	504 -2,618	-84%	-$1.3M	0.01%	187
2023 Q4	$1.48M	Buy	+3,122	New	+$1.39M	0.05%	129
2023 Q1	–	Sell	-684	Closed	-$262K	–	205
2022 Q4	$262K	Buy	+684	New	+$263K	0.01%	182
2019 Q1	–	Sell	-7,657	Closed	-$1.91M	–	167
2018 Q4	$1.91M	Buy	+7,657	New	+$2.06M	0.06%	128
2016 Q1	–	Sell	-3,354	Closed	-$684K	–	216
2015 Q4	$684K	Buy	+3,354	New	+$689K	0.01%	181
2015 Q1	–	Sell	-5,768	Closed	-$1.19M	–	216
2014 Q4	$1.19M	Buy	+5,768	New	+$1.16M	0.02%	179

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Miller Howard Investments's SPY Position: Q1 2026 in Review

Miller Howard Investments sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 5,508 shares — an estimated $3.76M sold.

Miller Howard Investments first reported a position in SPY in Q4 2014 and held it in 11 quarters. The position peaked at $3.76M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Miller Howard Investments reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Miller Howard Investments sold 5,508 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.76M.
Miller Howard Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and held it in 11 quarters.
Miller Howard Investments's State Street SPDR S&P 500 ETF Trust position peaked at $3.76M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Miller Howard Investments's 13F filing for Q1 2026, filed 20 Apr 2026.