Spdr S&p 500 Etf shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 9.5k | 663.65 |
| 2025-06-30 | $5.3M | 8.6k | 617.87 |
| 2025-03-31 | $4.8M | 8.7k | 559.36 |
| 2024-12-31 | $5.0M | 8.6k | 586.07 |
| 2024-09-30 | $4.5M | 7.9k | 573.79 |
| 2024-06-30 | $4.3M | 7.9k | 544.20 |
| 2024-03-31 | $3.9M | 7.5k | 523.08 |
| 2023-12-31 | $3.2M | 6.8k | 475.29 |
| 2023-09-30 | $1.9M | 4.4k | 427.49 |
| 2023-06-30 | $2.0M | 4.4k | 443.29 |
| 2023-03-31 | $1.8M | 4.5k | 409.37 |
| 2022-12-31 | $2.0M | 5.3k | 382.45 |
More positions owned by Mosaic Family Wealth Partners
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