Miller Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
668
+2
| +0.3% | +$1.24K | 0.19% | 12 |
|
|
2025
Q1 | $373K | Buy |
666
+2
| +0.3% | +$1.12K | 0.21% | 11 |
|
|
2024
Q4 | $389K | Buy |
664
+2
| +0.3% | +$1.17K | 0.2% | 11 |
|
|
2024
Q3 | $385K | Buy |
662
+2
| +0.3% | +$1.16K | 0.21% | 10 |
|
|
2024
Q2 | $359K | Buy |
660
+2
| +0.3% | +$1.09K | 0.19% | 9 |
|
|
2024
Q1 | $344K | Buy |
658
+3
| +0.5% | +$1.57K | 0.21% | 11 |
|
|
2023
Q4 | $311K | Buy |
655
+2
| +0.3% | +$951 | 0.2% | 9 |
|
|
2023
Q3 | $279K | Buy |
653
+3
| +0.5% | +$1.28K | 0.19% | 9 |
|
|
2023
Q2 | $288K | Buy |
650
+381
| +142% | +$169K | 0.19% | 9 |
|
|
2023
Q1 | $28K | Sell |
269
-1,016
| -79% | -$106K | 0.14% | 29 |
|
|
2022
Q4 | $488K | Buy |
1,285
+645
| +101% | +$245K | 0.34% | 7 |
|
|
2022
Q3 | $241K | Hold |
640
| – | – | 0.2% | 14 |
|
|
2022
Q2 | $241K | Buy |
640
+2
| +0.3% | +$753 | 0.2% | 8 |
|
|
2022
Q1 | $288K | Buy |
638
+2
| +0.3% | +$903 | 0.19% | 10 |
|
|
2021
Q4 | $302K | Buy |
+636
| New | +$302K | 0.2% | 9 |
|