Mosley 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
2024
Q4
$1.75M Buy
2,916
+216
+8% +$130K 1.09% 22
2024
Q3
$1.58M Buy
2,700
+987
+58% +$576K 1.08% 21
2024
Q2
$932K Buy
1,713
+67
+4% +$36.5K 0.79% 24
2024
Q1
$861K Sell
1,646
-141
-8% -$73.8K 0.81% 25
2023
Q4
$849K Buy
+1,787
New +$849K 0.84% 24