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 Q2	$21.2K	Buy	1,022 +348	+52%	+$252K	0.01%	55
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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Miller Wealth Advisors's SPY Position: Q2 2026 in Review

Miller Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 52% in Q2 2026, buying an estimated $252K and bringing the position to 1,022 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #55.

Miller Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $488K in Q4 2022. 1,942 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Miller Wealth Advisors held 1,022 shares of State Street SPDR S&P 500 ETF Trust worth $21.2K as of Q2 2026.
Miller Wealth Advisors bought 348 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $252K.
State Street SPDR S&P 500 ETF Trust made up 0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #55 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 19 quarters since.
Miller Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $488K in Q4 2022.
1,942 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.