Back to STT-PG
Mosley Wealth Management → STT-PG
Mosley Wealth Management STT-PG Position History
State Street Corporation
Quarters held
61
Latest value
$3K
Q3 2026
Peak value
$12M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $389K |
| Q4 2025 | $12M |
| Q4 2025 | $434K |
| Q4 2025 | $1.3M |
| Q1 2026 | $130K |
| Q1 2026 | $66K |
| Q1 2026 | $3K |
| Q1 2026 | $587 |
| Q1 2026 | $327K |
| Q1 2026 | $784 |
| Q1 2026 | $22K |
| Q1 2026 | $11.9M |
| Q1 2026 | $440K |
| Q1 2026 | $107K |
| Q1 2026 | $1.4M |
| Q1 2026 | $54K |
| Q2 2026 | $1.2M |
| Q2 2026 | $314 |
| Q2 2026 | $15K |
| Q2 2026 | $3K |
| Q2 2026 | $9K |
| Q2 2026 | $987K |
| Q2 2026 | $740K |
| Q2 2026 | $12K |
| Q2 2026 | $6.2M |
| Q2 2026 | $771 |
| Q2 2026 | $16K |
| Q2 2026 | $914K |
| Q2 2026 | $508 |
| Q2 2026 | $5K |
| Q2 2026 | $69K |
| Q2 2026 | $5K |
| Q2 2026 | $1.7M |
| Q2 2026 | $4K |
| Q2 2026 | $25K |
| Q2 2026 | $198K |
| Q2 2026 | $27K |
| Q2 2026 | $3K |
| Q2 2026 | $3K |
| Q3 2026 | $1.3M |
| Q3 2026 | $311 |
| Q3 2026 | $14K |
| Q3 2026 | $3K |
| Q3 2026 | $1.1M |
| Q3 2026 | $814K |
| Q3 2026 | $12K |
| Q3 2026 | $6.7M |
| Q3 2026 | $741 |
| Q3 2026 | $16K |
| Q3 2026 | $750K |
| Q3 2026 | $506 |
| Q3 2026 | $5K |
| Q3 2026 | $67K |
| Q3 2026 | $6K |
| Q3 2026 | $2M |
| Q3 2026 | $4K |
| Q3 2026 | $24K |
| Q3 2026 | $173K |
| Q3 2026 | $26K |
| Q3 2026 | $2K |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 19 | — | — |
| Q3 2026 | $2K | 58 | — | — |
| Q3 2026 | $26K | 627 | — | — |
| Q3 2026 | $173K | 1.5K | — | — |
| Q3 2026 | $24K | 129 | — | — |
| Q3 2026 | $4K | 23 | — | — |
| Q3 2026 | $2M | 37.0K | — | — |
| Q3 2026 | $6K | 86 | — | — |
| Q3 2026 | $67K | 592 | — | — |
| Q3 2026 | $5K | 29 | — | — |
| Q3 2026 | $506 | 10 | — | — |
| Q3 2026 | $750K | 11.2K | — | — |
| Q3 2026 | $16K | 170 | — | — |
| Q3 2026 | $741 | 8 | — | — |
| Q3 2026 | $6.7M | 217.8K | — | — |
| Q3 2026 | $12K | 133 | — | — |
| Q3 2026 | $814K | 8.9K | — | — |
| Q3 2026 | $1.1M | 10.1K | — | — |
| Q3 2026 | $3K | 126 | — | — |
| Q3 2026 | $14K | 583 | — | — |
| Q3 2026 | $311 | 15 | — | — |
| Q3 2026 | $1.3M | 25.8K | — | — |
| Q2 2026 | $3K | 19 | — | — |
| Q2 2026 | $3K | 58 | — | — |
| Q2 2026 | $27K | 622 | — | — |
| Q2 2026 | $198K | 1.9K | — | — |
| Q2 2026 | $25K | 129 | — | — |
| Q2 2026 | $4K | 23 | — | — |
| Q2 2026 | $1.7M | 31.1K | — | — |
| Q2 2026 | $5K | 85 | — | — |
| Q2 2026 | $69K | 591 | — | — |
| Q2 2026 | $5K | 29 | — | — |
| Q2 2026 | $508 | 10 | — | — |
| Q2 2026 | $914K | 14.1K | — | — |
| Q2 2026 | $16K | 170 | — | — |
| Q2 2026 | $771 | 8 | — | — |
| Q2 2026 | $6.2M | 201.8K | — | — |
| Q2 2026 | $12K | 133 | — | — |
| Q2 2026 | $740K | 7.8K | — | — |
| Q2 2026 | $987K | 8.8K | — | — |
| Q2 2026 | $9K | 97 | — | — |
| Q2 2026 | $3K | 126 | — | — |
| Q2 2026 | $15K | 576 | — | — |
| Q2 2026 | $314 | 15 | — | — |
| Q2 2026 | $1.2M | 24.0K | — | — |
| Q1 2026 | $54K | 1.3K | — | — |
| Q1 2026 | $1.4M | 11.4K | — | — |
| Q1 2026 | $107K | 2.0K | — | — |
| Q1 2026 | $440K | 1.8K | — | — |
| Q1 2026 | $11.9M | 199.9K | — | — |
| Q1 2026 | $22K | 243 | — | — |
| Q1 2026 | $784 | 8 | — | — |
| Q1 2026 | $327K | 10.6K | — | — |
| Q1 2026 | $587 | 19 | — | — |
| Q1 2026 | $3K | 126 | — | — |
| Q1 2026 | $66K | 2.5K | — | — |
| Q1 2026 | $130K | 3.0K | — | — |
| Q4 2025 | $1.3M | 11.4K | — | — |
| Q4 2025 | $434K | 1.8K | — | — |
| Q4 2025 | $12M | 199.2K | — | — |
| Q4 2025 | $389K | 12.6K | — | — |
Other funds holding STT-PG
Other Mosley Wealth Management positions
SCHW-PJ
$18.4MSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
SCHW-PJ
$17.6MSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
VGES
$13.8MVANGUARD MEGA CAP ETF
JPM-PM
$13.6MJPMORGAN EQUITY PREMIUM INCOME ETF
BTCW
$13.5MWISDOMTREE FLOATING RATE TREASURY FUND
JPM-PM
$13.4MJPMORGAN EQUITY PREMIUM INCOME ETF
VGES
$13.3MVANGUARD MORNINGSTAR GROWTH ETF
VLO
$12.7MVANGUARD HEALTH CARE ETF