Mittelman Wealth Management Spdr S&P 500 ETF Trust Transaction History

Mittelman Wealth Management

  • $154 Billion
  • Q2 2024

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 794 shares of SPY stock, worth $454,946. This represents 0.28% of its overall portfolio holdings.

Number of Shares
794
Previous 997 20.36%
Holding current value
$454,946
Previous $522 Million 17.14%
% of portfolio
0.28%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
4,432
Shares Held
559M
Call Options Held
275M
Put Options Held
402M
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
Track This Portfolio

Track Mittelman Wealth Management Portfolio

Follow Mittelman Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mittelman Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Mittelman Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email