Mosaic Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
3,735
-4,265
-53% -$310K 0.4% 13
2025
Q1
$526K Sell
8,000
-8,708
-52% -$573K 0.79% 8
2024
Q4
$1.15M Buy
+16,708
New +$1.15M 1.35% 9