MG
Mather Group’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Buy |
12,227
+5,126
| +72% | +$268K | 0.01% | 342 |
|
|
2025
Q1 | $363K | Sell |
7,101
-1,718
| -19% | -$87.7K | ﹤0.01% | 447 |
|
|
2024
Q4 | $451K | Sell |
8,819
-539
| -6% | -$27.6K | 0.01% | 381 |
|
|
2024
Q3 | $495K | Sell |
9,358
-817
| -8% | -$43.2K | 0.01% | 365 |
|
|
2024
Q2 | $510K | Buy |
10,175
+7,810
| +330% | +$391K | 0.01% | 412 |
|
|
2024
Q1 | $110K | Buy |
+2,365
| New | +$110K | ﹤0.01% | 678 |
|
|
2022
Q2 | – | Sell |
-11,619
| Closed | -$485K | – | 469 |
|
|
2022
Q1 | $485K | Buy |
+11,619
| New | +$485K | 0.01% | 268 |
|