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

Mittelman Wealth Management

  • $107 Billion
  • Q4 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 823 shares of SPY stock, worth $489,306. This represents 0.45% of its overall portfolio holdings.

Number of Shares
823
Previous 921 10.64%
Holding current value
$489,306
Previous $528 Million 8.72%
% of portfolio
0.45%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,983
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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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