Mosaic Family Wealth Partners, LLC Spdr Portfolio Transaction History

Mosaic Family Wealth Partners, LLC

  • $693 Billion
  • Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 10,375 shares of SPYG stock, worth $853,447. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,375
Previous 10,229 1.43%
Holding current value
$853,447
Previous $848 Million 7.49%
% of portfolio
0.13%
Previous 0.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$81.74 - $91.38 $11,934 - $13,341
146 Added 1.43%
10,375 $912 Million
Q3 2024

Nov 13, 2024
BUY
$73.38 - $84.1 $32,947 - $37,760
449 Added 4.59%
10,229 $848 Million
Q2 2024

Aug 06, 2024
SELL
$68.71 - $80.95 $1,717 - $2,023
-25 Reduced 0.25%
9,780 $784 Million
Q1 2024

Jun 13, 2024
BUY
$63.12 - $73.73 $20,577 - $24,035
326 Added 3.44%
9,805 $717 Million
Q4 2023

Jan 29, 2024
BUY
$57.02 - $65.3 $1,938 - $2,220
34 Added 0.36%
9,479 $617 Million
Q3 2023

Nov 01, 2023
SELL
$58.97 - $62.89 $1,887 - $2,012
-32 Reduced 0.34%
9,445 $560 Million
Q2 2023

Aug 08, 2023
SELL
$54.76 - $61.01 $14,237 - $15,862
-260 Reduced 2.67%
9,477 $578 Million
Q1 2023

Apr 10, 2023
SELL
$49.61 - $55.36 $260,898 - $291,138
-5,259 Reduced 35.07%
9,737 $539 Million
Q4 2022

Feb 14, 2023
BUY
$49.14 - $55.07 $736,903 - $825,829
14,996 New
14,996 $760 Million

Others Institutions Holding SPYG

# of Institutions
1,226
Shares Held
323M
Call Options Held
1.22M
Put Options Held
95.9K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
Track This Portfolio

Track Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email