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	–	Sell	-418	Closed	-$41.6K	–	210
2026 Q2	$41.6K	Buy	+418	New	+$303K	0.01%	188
2025 Q4	–	Sell	-453	Closed	-$41.6K	–	193
2025 Q3	$41.6K	Buy	+453	New	+$290K	0.01%	175

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 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. 3,166 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.
3,166 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.