Spdr S&p 500 Etf shares owned by Mittelman Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Mittelman Wealth Management
from 13F filings
Historical chart of Mittelman Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Mittelman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $432k | 649 | 666.32 |
| 2025-06-30 | $417k | 675 | 618.06 |
| 2025-03-31 | $386k | 689 | 559.92 |
| 2024-12-31 | $482k | 823 | 586.08 |
| 2024-09-30 | $528k | 921 | 573.76 |
| 2024-06-30 | $432k | 794 | 544.22 |
| 2024-03-31 | $522k | 997 | 523.07 |
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