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

Mills 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
2025 Q4	–	Sell	-388	Closed	-$259K	–	74
2025 Q3	$259K	Buy	+388	New	+$249K	0.11%	62

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mills Wealth Advisors's SPY Position: Q4 2025 in Review

Mills Wealth Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2025, closing a stake of 388 shares — an estimated $259K sold.

Mills Wealth Advisors first reported a position in SPY in Q3 2025 and held it in 1 quarter. The position peaked at $259K in Q3 2025. 4,612 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Mills Wealth Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2025 after selling out during the quarter.
Mills Wealth Advisors sold 388 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $259K.
Mills Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and held it in 1 quarter.
Mills Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $259K in Q3 2025.
4,612 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Mills Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.