Mosaic Family Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Mosaic Family Wealth Partners, LLC

  • $785 Billion
  • Q2 2025

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 10,169 shares of SPDW stock, worth $440,114. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,169
Holding current value
$440,114
% of portfolio
0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$32.66 - $40.75 $332,119 - $414,386
10,169 New
10,169 $412 Million
Q3 2023

Nov 01, 2023
BUY
$30.88 - $33.58 $51,507 - $56,011
1,668 Added 15.2%
12,642 $392 Million
Q2 2023

Aug 08, 2023
BUY
$31.7 - $33.66 $1,172 - $1,245
37 Added 0.34%
10,974 $357 Million
Q1 2023

Apr 10, 2023
BUY
$29.83 - $32.71 $326,250 - $357,749
10,937 New
10,937 $351 Million

Others Institutions Holding SPDW

# of Institutions
1,162
Shares Held
578M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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