Mather Group’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
4,972
+193
| +4% | +$102K | 0.03% | 168 |
|
|
2025
Q1 | $2.43M | Sell |
4,779
-3
| -0.1% | -$1.52K | 0.03% | 166 |
|
|
2024
Q4 | $2.38M | Sell |
4,782
-399
| -8% | -$199K | 0.03% | 151 |
|
|
2024
Q3 | $2.68M | Sell |
5,181
-415
| -7% | -$214K | 0.03% | 149 |
|
|
2024
Q2 | $2.38M | Buy |
5,596
+43
| +0.8% | +$18.3K | 0.03% | 168 |
|
|
2024
Q1 | $2.45M | Sell |
5,553
-61
| -1% | -$26.9K | 0.04% | 146 |
|
|
2023
Q4 | $2.47M | Sell |
5,614
-87
| -2% | -$38.3K | 0.04% | 150 |
|
|
2023
Q3 | $2.08M | Buy |
5,701
+1,006
| +21% | +$368K | 0.04% | 151 |
|
|
2023
Q2 | $1.88M | Buy |
4,695
+188
| +4% | +$75.4K | 0.03% | 166 |
|
|
2023
Q1 | $1.55M | Sell |
4,507
-2,380
| -35% | -$820K | 0.03% | 162 |
|
|
2022
Q4 | $2.31M | Buy |
6,887
+138
| +2% | +$46.2K | 0.04% | 128 |
|
|
2022
Q3 | $2.06M | Buy |
6,749
+1,229
| +22% | +$375K | 0.04% | 130 |
|
|
2022
Q2 | $1.86M | Buy |
5,520
+2,589
| +88% | +$872K | 0.04% | 133 |
|
|
2022
Q1 | $1.2M | Buy |
+2,931
| New | +$1.2M | 0.02% | 151 |
|