Mosaic Family Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.34M | Buy |
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|
2025
Q2 | $5.34M | Sell |
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|
2025
Q1 | $4.84M | Buy |
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|
2024
Q4 | $5.01M | Buy |
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|
2024
Q3 | $4.54M | Buy |
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|
2024
Q2 | $4.27M | Buy |
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|
2024
Q1 | $3.92M | Buy |
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|
2023
Q4 | $3.25M | Buy |
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|
2023
Q3 | $1.89M | Buy |
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|
2023
Q2 | $1.96M | Sell |
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|
2023
Q1 | $1.84M | Sell |
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|
2022
Q4 | $2.04M | Buy |
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