Mittelman Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
675
-14
| -2% | -$8.65K | 0.35% | 29 |
|
|
2025
Q1 | $386K | Sell |
689
-134
| -16% | -$75K | 0.35% | 26 |
|
|
2024
Q4 | $482K | Sell |
823
-98
| -11% | -$57.4K | 0.45% | 24 |
|
|
2024
Q3 | $528K | Buy |
921
+127
| +16% | +$72.9K | 0.3% | 19 |
|
|
2024
Q2 | $432K | Sell |
794
-203
| -20% | -$110K | 0.28% | 54 |
|
|
2024
Q1 | $522K | Buy |
+997
| New | +$522K | 0.35% | 45 |
|