A detailed history of Mittelman Wealth Management transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Mittelman Wealth Management holds 921 shares of SPY stock, worth $546,770. This represents 0.3% of its overall portfolio holdings.

Number of Shares
921
Previous 794 15.99%
Holding current value
$546,770
Previous $432 Million 22.29%
% of portfolio
0.3%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024

BUY
$517.38 - $573.86 $65,707 - $72,880
127 Added 15.99%
921 $528 Million
Q2 2024

Aug 12, 2024

SELL
$495.16 - $548.49 $100,517 - $111,343
-203 Reduced 20.36%
794 $432 Million
Q1 2024

May 06, 2024

BUY
$467.28 - $523.17 $465,878 - $521,600
997 New
997 $522 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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