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

Mittelman 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 Q1	$439K	Buy	674 +29	+4%	+$19.7K	0.27%	39
2025 Q4	$440K	Sell	645 -4	-0.6%	-$2.7K	0.29%	37
2025 Q3	$432K	Sell	649 -26	-4%	-$16.7K	0.28%	34
2025 Q2	$417K	Sell	675 -14	-2%	-$8K	0.35%	29
2025 Q1	$386K	Sell	689 -134	-16%	-$78.8K	0.35%	26
2024 Q4	$482K	Sell	823 -98	-11%	-$57.7K	0.45%	24
2024 Q3	$528K	Buy	921 +127	+16%	+$70.2K	0.3%	19
2024 Q2	$432K	Sell	794 -203	-20%	-$106K	0.28%	54
2024 Q1	$522K	Buy	+997	New	+$496K	0.35%	45

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

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

Mittelman Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.5% in Q1 2026, buying an estimated $19.7K and bringing the position to 674 shares worth $439K. The position accounts for 0.27% of the portfolio, ranked #39.

Mittelman Wealth Management first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. The position peaked at $528K in Q3 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Mittelman Wealth Management held 674 shares of State Street SPDR S&P 500 ETF Trust worth $439K as of Q1 2026.
Mittelman Wealth Management bought 29 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $19.7K.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Mittelman Wealth Management's portfolio in Q1 2026, its #39 holding.
Mittelman Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 9 quarters since.
Mittelman Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $528K in Q3 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.