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Disclosery

Miller Investment Management, LP: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Miller Investment Management, LP on SPY, newest first. How the timeline and the estimate are built.

Miller Investment Management, LP held 297,731 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 297,731 shares
    Change vs previous 13F +5,513 shares

    20.31% of the 13F portfolio, value $222,336,585.

    13F-HR 0001407382-26-000007 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 292,218 shares
    Change vs previous 13F +1,264 shares

    18.87% of the 13F portfolio, value $190,041,059.

    13F-HR 0001407382-26-000005 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 290,954 shares
    Change vs previous 13F -8,719 shares

    19.38% of the 13F portfolio, value $198,407,357.

    13F-HR 0001407382-26-000002 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 299,673 shares
    Change vs previous 13F -15,564 shares

    20.06% of the 13F portfolio, value $199,636,164.

    13F-HR 0001407382-25-000013 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 315,237 shares
    Change vs previous 13F -1,535 shares

    20.45% of the 13F portfolio, value $194,769,185.

    13F-HR 0001407382-25-000009 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 316,772 shares
    Change vs previous 13F -737 shares

    19.6% of the 13F portfolio, value $177,199,094.

    13F-HR 0001407382-25-000005 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 317,509 shares
    Change vs previous 13F -350 shares

    20.37% of the 13F portfolio, value $186,085,679.

    13F-HR 0001407382-25-000003 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 317,859 shares
    Change vs previous 13F not available

    18.99% of the 13F portfolio, value $182,374,784.

    13F-HR 0001407382-24-000012 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).