Miller Wealth Advisors’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
Q3
$446K Buy
2025
Q2
$413K Buy
2025
Q1
$373K Buy
2024
Q4
$389K Buy
2024
Q3
$385K Buy
2024
Q2
$359K Buy
2024
Q1
$344K Buy
2023
Q4
$311K Buy
2023
Q3
$279K Buy
2023
Q2
$288K Buy
2023
Q1
$28K Sell
2022
Q4
$488K Buy
2022
Q3
$241K Hold
2022
Q2
$241K Buy
2022
Q1
$288K Buy
2021
Q4
$302K Buy