Ownership history in Mosley Wealth Management · 6 quarters on record
This page tracks every 13F SEC filing in which Mosley Wealth Management reported a position in SSGA ACTIVE TR (XLSR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 199,220 | +16,546 | +9.1% | 5.51% | $12.0M | $62.31 |
| 2024 Q4 | ADDED | 182,674 | +21,311 | +13.2% | 6.22% | $10.0M | $53.10 |
| 2024 Q3 | ADDED | 161,363 | +26,864 | +20.0% | 5.80% | $8.5M | $51.44 |
| 2024 Q2 | ADDED | 134,499 | +29,576 | +28.2% | 5.83% | $6.8M | $50.40 |
| 2024 Q1 | ADDED | 104,923 | +14,966 | +16.6% | 4.91% | $5.2M | $49.28 |
| 2023 Q4 | INITIATED | 89,957 | — | — | 4.06% | $4.1M | — |
As of 2025 Q4 — sorted by position size