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

Moser Wealth Advisors’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
2025 Q2	$1.85K	Hold	3	–	–	﹤0.01%	188
2025 Q1	$1.68K	Buy	+3	New	+$1.76K	﹤0.01%	152
2024 Q3	–	Sell	-55	Closed	-$29.9K	–	149
2024 Q2	$29.9K	Hold	55	–	–	0.02%	104
2024 Q1	$28.8K	Hold	55	–	–	0.02%	102
2023 Q4	$26.1K	Hold	55	–	–	0.02%	102
2023 Q3	$23.5K	Hold	55	–	–	0.02%	96
2023 Q2	$24.4K	Buy	+55	New	+$23.1K	0.02%	96
2022 Q4	$21K	Sell	55 -5	-8%	-$1.92K	0.02%	97
2022 Q3	$21K	Hold	60	–	–	0.02%	101
2022 Q2	$23K	Hold	60	–	–	0.02%	101
2022 Q1	$27K	Hold	60	–	–	0.02%	100
2021 Q4	$28K	Hold	60	–	–	0.02%	102
2021 Q3	$26K	Hold	60	–	–	0.02%	101
2021 Q2	$26K	Hold	60	–	–	0.02%	100
2021 Q1	$24K	Buy	60 +5	+9%	+$1.93K	0.02%	96
2020 Q4	$21K	Hold	55	–	–	0.02%	98
2020 Q3	$18K	Hold	55	–	–	0.01%	101
2020 Q2	$17K	Hold	55	–	–	0.02%	96
2020 Q1	$14K	Hold	55	–	–	0.02%	101
2019 Q4	$18K	Buy	+55	New	+$16.9K	0.02%	115

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moser Wealth Advisors's SPY Position: Q2 2025 in Review

Moser Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2025 at 3 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Moser Wealth Advisors first reported a position in SPY in Q4 2019 and has held it in 20 quarters since. The position peaked at $29.9K in Q2 2024. 4,227 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Moser Wealth Advisors held 3 shares of State Street SPDR S&P 500 ETF Trust worth $1.85K as of Q2 2025.
Moser Wealth Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2025.
State Street SPDR S&P 500 ETF Trust made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #188 holding.
Moser Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 20 quarters since.
Moser Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $29.9K in Q2 2024.
4,227 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.