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

Mosley Wealth Management’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
2026 Q3	$988K	Buy	1,280 +972	+316%	+$738K	0.29%	68
2026 Q2	$230K	Sell	308 -990	-76%	-$718K	0.07%	144
2026 Q1	$865K	Hold	1,298	–	–	0.39%	59
2025 Q4	$874K	Buy	+1,298	New	+$877K	0.4%	59
2024 Q4	$1.75M	Buy	2,916 +216	+8%	+$127K	1.09%	22
2024 Q3	$1.58M	Buy	2,700 +987	+58%	+$546K	1.08%	21
2024 Q2	$932K	Buy	1,713 +67	+4%	+$35.1K	0.79%	24
2024 Q1	$861K	Sell	1,646 -141	-8%	-$70.2K	0.81%	25
2023 Q4	$849K	Buy	+1,787	New	+$796K	0.84%	24

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mosley Wealth Management's SPY Position: Q3 2026 in Review

Mosley Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 316% in Q3 2026, buying an estimated $738K and bringing the position to 1,280 shares worth $988K. The position accounts for 0.29% of the portfolio, ranked #68.

Mosley Wealth Management first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.75M in Q4 2024. 3,455 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Mosley Wealth Management held 1,280 shares of State Street SPDR S&P 500 ETF Trust worth $988K as of Q3 2026.
Mosley Wealth Management bought 972 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $738K.
State Street SPDR S&P 500 ETF Trust made up 0.29% of Mosley Wealth Management's portfolio in Q3 2026, its #68 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 9 quarters since.
Mosley Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.75M in Q4 2024.
3,455 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.