Mosaic Family Wealth Partners, LLC Spdr Portfolio Transaction History

Mosaic Family Wealth Partners, LLC

$674 Billion
Q3 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 10,229 shares of SPYG stock, worth $932,066. This represents 0.13% of its overall portfolio holdings.

Number of Shares

10,229

Previous 9,780 4.59%

Holding current value

$932,066

Previous $784 Million 8.26%

% of portfolio

0.13%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

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.

Account

Mosaic Family Wealth Partners, LLC Spdr Portfolio Transaction History