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

Mindset Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$348K Sell
563
-8
-1% -$4.95K 0.11% 96
2025
Q1 		$319K Buy
+571
New +$319K 0.12% 91