Mather Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.2M | Hold |
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|
2025
Q2 | $11.3M | Buy |
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|
2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | $10.6M | Sell |
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|
2024
Q3 | $10.6M | Sell |
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|
2024
Q2 | $14.7M | Buy |
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|
2024
Q1 | $6.92M | Sell |
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|
2023
Q4 | $8.87M | Sell |
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|
2023
Q3 | $8.51M | Sell |
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|
2023
Q2 | $10.9M | Buy |
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|
2023
Q1 | $6.91M | Buy |
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|
2022
Q4 | $5.9M | Buy |
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|
2022
Q3 | $5.3M | Buy |
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|
2022
Q2 | $5.5M | Sell |
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|
2022
Q1 | $6.83M | Buy |
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|
2021
Q4 | $5.59M | Sell |
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|
2021
Q3 | $5.22M | Buy |
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|
2021
Q2 | $4.95M | Sell |
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|
2021
Q1 | $4.59M | Buy |
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|
2020
Q4 | $3.99M | Buy |
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|
2020
Q3 | $2.08M | Buy |
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|
2020
Q2 | $683K | Buy |
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|
2020
Q1 | $229K | Buy |
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