Mindset Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Mindset Wealth Management, LLC

  • $367 Billion
  • Q3 2025

A detailed history of Mindset Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Mindset Wealth Management, LLC holds 566 shares of SPY stock, worth $376,769. This represents 0.1% of its overall portfolio holdings.

Number of Shares
566
Previous 563 0.53%
Holding current value
$376,769
Previous $348 Million 8.25%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$617.65 - $666.84 $1,852 - $2,000
3 Added 0.53%
566 $377 Million
Q2 2025

Aug 11, 2025
SELL
$496.48 - $617.85 $3,971 - $4,942
-8 Reduced 1.4%
563 $348 Million
Q1 2025

May 15, 2025
BUY
$551.42 - $612.93 $314,860 - $349,983
571 New
571 $319 Million

Others Institutions Holding SPY

# of Institutions
5,283
Shares Held
557M
Call Options Held
343M
Put Options Held
765M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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