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
2025 Q4	–	Sell	-453	Closed	-$41.6K	–	193
2025 Q3	$41.6K	Buy	+453	New	+$290K	0.01%	175

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mindset Wealth Management's SPY Position: Q1 2026 in Review

Mindset Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 38% in Q1 2026, selling an estimated $284K and leaving 691 shares worth $450K. The position accounts for 0.12% of the portfolio, ranked #96.

Mindset Wealth Management first reported a position in SPY in Q1 2025 and has held it in 5 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Mindset Wealth Management held 691 shares of State Street SPDR S&P 500 ETF Trust worth $450K as of Q1 2026.
Mindset Wealth Management sold 418 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $284K.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Mindset Wealth Management's portfolio in Q1 2026, its #96 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 5 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.