SPY SPDR S&P 500 ETF

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  25 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported SPDR S&P 500 ETF (SPY) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows SPY at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROWLANDMILLER & PARTNERS.ADV's position in SPDR S&P 500 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPY was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ROWLANDMILLER & PARTNERS.ADV held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,068 +78 +7.9% 0.14% $695 2026-05-15 (Est.) $699.94
2025 Q4 ADDED 990 +5 +0.5% 0.13% $675K 2026-02-12 $679.41
2025 Q3 ADDED 985 +1 +0.1% 0.13% $656K 2025-10-01 $664.67
2025 Q2 ADDED 984 +7 +0.7% 0.13% $608K 2025-07-01 $612.46
2025 Q1 ADDED 977 +76 +8.4% 0.12% $547K 2025-04-15 $531.52
2024 Q4 ADDED 901 +10 +1.1% 0.11% $528K 2025-02-04 $593.18
2024 Q3 ADDED 891 +54 +6.5% 0.10% $512K 2024-10-23 $567.81
2024 Q2 UNCHANGED 837 0% 0.10% $456K 2024-07-29 $533.53
2024 Q1 REDUCED 837 -19 -2.2% 0.09% $438K 2024-04-08 $506.40
2023 Q4 UNCHANGED 856 0% 0.09% $407K 2024-01-03 $456.23
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROWLANDMILLER & PARTNERS.ADV and SPY

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROWLANDMILLER & PARTNERS.ADV reported owning SPY?

ROWLANDMILLER & PARTNERS.ADV reported SPY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPY position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for SPY was 0.14% in 2026 Q1.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 1,068 shares, equal to 0.14% of portfolio, with an estimated market value of $695.

What does the chart on this SPY ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV's quarterly SPY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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