Miller Investment Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195M | Sell |
|
|||||
|
2025
Q1 | $177M | Sell |
|
|||||
|
2024
Q4 | $186M | Sell |
|
|||||
|
2024
Q3 | $182M | Sell |
|
|||||
|
2024
Q2 | $175M | Buy |
|
|||||
|
2024
Q1 | $168M | Buy |
|
|||||
|
2023
Q4 | $151M | Buy |
|
|||||
|
2023
Q3 | $135M | Buy |
|
|||||
|
2023
Q2 | $139M | Sell |
|
|||||
|
2023
Q1 | $129M | Sell |
|
|||||
|
2022
Q4 | $122M | Sell |
|
|||||
|
2022
Q3 | $117M | Sell |
|
|||||
|
2022
Q2 | $124M | Sell |
|
|||||
|
2022
Q1 | $151M | Sell |
|
|||||
|
2021
Q4 | $185M | Sell |
|
|||||
|
2021
Q3 | $169M | Sell |
|
|||||
|
2021
Q2 | $190M | Sell |
|
|||||
|
2021
Q1 | $178M | Sell |
|
|||||
|
2020
Q4 | $178M | Sell |
|
|||||
|
2020
Q3 | $173M | Buy |
|
|||||
|
2020
Q2 | $158M | Buy |
|
|||||
|
2020
Q1 | $131M | Buy |
|
|||||
|
2019
Q4 | $154M | Sell |
|
|||||
|
2019
Q3 | $150M | Buy |
|
|||||
|
2019
Q2 | $125M | Buy |
|
|||||
|
2019
Q1 | $106M | Sell |
|
|||||
|
2018
Q4 | $95.6M | Buy |
|
|||||
|
2018
Q3 | $111M | Buy |
|
|||||
|
2018
Q2 | $90.1M | Buy |
|
|||||
|
2018
Q1 | $73.1M | Sell |
|
|||||
|
2017
Q4 | $74.3M | Sell |
|
|||||
|
2017
Q3 | $82.1M | Sell |
|
|||||
|
2017
Q2 | $79.5M | Sell |
|
|||||
|
2017
Q1 | $80.7M | Sell |
|
|||||
|
2016
Q4 | $93.5M | Sell |
|
|||||
|
2016
Q3 | $92.8M | Sell |
|
|||||
|
2016
Q2 | $90.9M | Sell |
|
|||||
|
2016
Q1 | $104M | Sell |
|
|||||
|
2015
Q4 | $124M | Buy |
|
|||||
|
2015
Q3 | $116M | Buy |
|
|||||
|
2015
Q2 | $124M | Sell |
|
|||||
|
2015
Q1 | $125M | Buy |
|
|||||
|
2014
Q4 | $121M | Buy |
|
|||||
|
2014
Q3 | $39.4M | Sell |
|
|||||
|
2014
Q2 | $41.2M | Sell |
|
|||||
|
2014
Q1 | $40.3M | Sell |
|
|||||
|
2013
Q4 | $41.3M | Sell |
|
|||||
|
2013
Q3 | $37.9M | Buy |
|
|||||
|
2013
Q2 | $35.9M | Buy |
|