Mosley Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
NMIFOAC
Mosley Wealth Management's SPY Position: Q2 2026 in Review
Mosley Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 76% in Q2 2026, selling an estimated $718K and leaving 308 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #144.
Mosley Wealth Management first reported a position in SPY in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.75M in Q4 2024. 3,149 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Mosley Wealth Management held 308 shares of State Street SPDR S&P 500 ETF Trust worth $230K as of Q2 2026.
- Mosley Wealth Management sold 990 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $718K.
- State Street SPDR S&P 500 ETF Trust made up 0.07% of Mosley Wealth Management's portfolio in Q2 2026, its #144 holding.
- Mosley Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 8 quarters since.
- Mosley Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.75M in Q4 2024.
- 3,149 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.