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

Mittelman Wealth Management

$111 Billion
Q1 2025

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 689 shares of SPY stock, worth $409,458. This represents 0.35% of its overall portfolio holdings.

Number of Shares

689

Previous 823 16.28%

Holding current value

$409,458

Previous $482 Million 20.02%

% of portfolio

0.35%

Previous 0.45%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$551.42 - $612.93 $73,890 - $82,132	-134 Reduced 16.28%	689 $386 Million
Q4 2024 Feb 18, 2025	SELL	$567.81 - $607.81 $55,645 - $59,565	-98 Reduced 10.64%	823 $482 Million
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

# of Institutions

5,070

Shares Held

584M

Call Options Held

390M

Put Options Held

668M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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