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Moser Wealth Advisors, LLC

SEC CIK
0001803081
Latest filing
Jul 31, 2025

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Moser Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2025 holdings

Shares (Q2 2025)
3
Value
$1.85K
% of portfolio
<0.1%
Quarters held
15
Since Q1 2021
Holdings of SPY by Moser Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20253$1.85K<0.1%00.0%UnchangedHolders
Q1 20253$1.68K<0.1%+3NewHolders
Q3 20240$00.0%−55−100.0%Sold outHolders
Q2 202455$29.9K<0.1%00.0%UnchangedHolders
Q1 202455$28.8K<0.1%00.0%UnchangedHolders
Q4 202355$26.1K<0.1%00.0%UnchangedHolders
Q3 202355$23.5K<0.1%00.0%UnchangedHolders
Q2 202355$24.4K<0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202255$21.0K<0.1%−5−8.3%ReducedHolders
Q3 202260$21.0K<0.1%00.0%UnchangedHolders
Q2 202260$23.0K<0.1%00.0%UnchangedHolders
Q1 202260$27.0K<0.1%00.0%UnchangedHolders
Q4 202160$28.0K<0.1%00.0%UnchangedHolders
Q3 202160$26.0K<0.1%00.0%UnchangedHolders
Q2 202160$26.0K<0.1%00.0%UnchangedHolders
Q1 202160$24.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.