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

Miller Wealth Advisors’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 Q3	$514K	Hold	674	–	–	0.2%	12
2026 Q2	$503K	Hold	674	–	–	0.21%	11
2026 Q1	$438K	Buy	674 +2	+0.3%	+$1.36K	0.17%	12
2025 Q4	$458K	Buy	672 +2	+0.3%	+$1.35K	0.17%	12
2025 Q3	$446K	Buy	670 +2	+0.3%	+$1.28K	0.18%	13
2025 Q2	$413K	Buy	668 +2	+0.3%	+$1.14K	0.19%	12
2025 Q1	$373K	Buy	666 +2	+0.3%	+$1.18K	0.21%	11
2024 Q4	$389K	Buy	664 +2	+0.3%	+$1.18K	0.2%	11
2024 Q3	$385K	Buy	662 +2	+0.3%	+$1.11K	0.21%	10
2024 Q2	$359K	Buy	660 +2	+0.3%	+$1.05K	0.19%	9
2024 Q1	$344K	Buy	658 +3	+0.5%	+$1.49K	0.21%	11
2023 Q4	$311K	Buy	655 +2	+0.3%	+$891	0.2%	9
2023 Q3	$279K	Buy	653 +3	+0.5%	+$1.33K	0.19%	9
2023 Q2	$288K	Buy	650 +381	+142%	+$160K	0.19%	9
2023 Q1	$28K	Sell	269 -1,016	-79%	-$405K	0.14%	29
2022 Q4	$488K	Buy	1,285 +645	+101%	+$248K	0.34%	7
2022 Q3	$241K	Hold	640	–	–	0.2%	14
2022 Q2	$241K	Buy	640 +2	+0.3%	+$819	0.2%	8
2022 Q1	$288K	Buy	638 +2	+0.3%	+$890	0.19%	10
2021 Q4	$302K	Buy	+636	New	+$292K	0.2%	9

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Miller Wealth Advisors's SPY Position: Q3 2026 in Review

Miller Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 674 shares worth $514K. The position accounts for 0.2% of the portfolio, ranked #12.

Miller Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Miller Wealth Advisors held 674 shares of State Street SPDR S&P 500 ETF Trust worth $514K as of Q3 2026.
Miller Wealth Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.2% of Miller Wealth Advisors's portfolio in Q3 2026, its #12 holding.
Miller Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 20 quarters since.
4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Miller Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.