Mindset Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Mindset Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$587K	Sell	769 -223	-22%	-$169K	0.1%	83
2026 Q2	$741K	Buy	992 +301	+44%	+$218K	0.14%	72
2026 Q1	$450K	Sell	691 -418	-38%	-$284K	0.12%	96
2025 Q4	$427K	Buy	1,109 +543	+96%	+$367K	0.11%	99
2025 Q3	$377K	Buy	566 +3	+0.5%	+$1.92K	0.1%	102
2025 Q2	$348K	Sell	563 -8	-1%	-$4.57K	0.11%	96
2025 Q1	$319K	Buy	+571	New	+$336K	0.12%	91

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Mindset Wealth Management's SPY Position: Q3 2026 in Review

Mindset Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 22% in Q3 2026, selling an estimated $169K and leaving 769 shares worth $587K. The position accounts for 0.1% of the portfolio, ranked #83.

Mindset Wealth Management first reported a position in SPY in Q1 2025 and has held it in 7 quarters since. The position peaked at $741K in Q2 2026. 1,579 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Mindset Wealth Management held 769 shares of State Street SPDR S&P 500 ETF Trust worth $587K as of Q3 2026.
Mindset Wealth Management sold 223 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $169K.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Mindset Wealth Management's portfolio in Q3 2026, its #83 holding.
Mindset Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 7 quarters since.
Mindset Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $741K in Q2 2026.
1,579 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.