Spdr S&p 500 Etf shares owned by Mosaic Family Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Mosaic Family Wealth
from 13F filings
Historical chart of Mosaic Family Wealth investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Mosaic Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Mosaic Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $2.2M | 4.6k | 474.99 |
| 2021-09-30 | $1.9M | 4.5k | 429.20 |
| 2021-06-30 | $1.9M | 4.5k | 427.96 |
| 2021-03-31 | $1.7M | 4.4k | 396.42 |
| 2020-12-31 | $1.7M | 4.7k | 373.82 |
| 2020-09-30 | $1.2M | 3.5k | 334.97 |
| 2020-06-30 | $943k | 3.1k | 308.27 |
| 2020-03-31 | $618k | 2.4k | 257.71 |
| 2019-12-31 | $411k | 1.3k | 321.60 |
| 2019-09-30 | $388k | 1.3k | 296.64 |
| 2019-06-30 | $383k | 1.3k | 292.81 |
| 2019-03-31 | $356k | 1.3k | 282.09 |
| 2018-12-31 | $393k | 1.6k | 250.00 |
| 2018-09-30 | $440k | 1.6k | 271.77 |
| 2018-06-30 | $503k | 1.9k | 271.31 |
| 2018-03-31 | $571k | 2.2k | 263.38 |
| 2017-12-31 | $477k | 1.8k | 267.08 |
| 2017-09-30 | $421k | 1.7k | 251.19 |
| 2017-06-30 | $395k | 1.6k | 241.74 |
| 2017-03-31 | $347k | 1.5k | 235.57 |
| 2016-12-31 | $350k | 1.6k | 223.50 |
| 2016-09-30 | $328k | 1.5k | 216.07 |
| 2016-06-30 | $318k | 1.5k | 209.62 |
| 2016-03-31 | $361k | 1.8k | 205.35 |
| 2015-12-31 | $358k | 1.8k | 203.76 |