MFA
Mayflower Financial Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Sell |
308,154
-32,343
| -9% | -$2.35M | 3.12% | 2 |
|
|
2025
Q1 | $22.4M | Buy |
340,497
+13,499
| +4% | +$888K | 3.4% | 2 |
|
|
2024
Q4 | $22.5M | Buy |
326,998
+43,179
| +15% | +$2.98M | 3.37% | 2 |
|
|
2024
Q3 | $19.2M | Sell |
283,819
-6,887
| -2% | -$465K | 2.88% | 4 |
|
|
2024
Q2 | $18.6M | Sell |
290,706
-14,133
| -5% | -$905K | 3.05% | 3 |
|
|
2024
Q1 | $18.8M | Sell |
304,839
-54,202
| -15% | -$3.34M | 3.14% | 2 |
|
|
2023
Q4 | $20.1M | Buy |
359,041
+89,978
| +33% | +$5.03M | 2.77% | 4 |
|
|
2023
Q3 | $13.5M | Sell |
269,063
-102,330
| -28% | -$5.14M | 2.02% | 10 |
|
|
2023
Q2 | $19.4M | Sell |
371,393
-46,208
| -11% | -$2.41M | 2.51% | 6 |
|
|
2023
Q1 | $20.1M | Buy |
417,601
+63,070
| +18% | +$3.04M | 2.64% | 6 |
|
|
2022
Q4 | $15.9M | Buy |
354,531
+107,580
| +44% | +$4.84M | 2.21% | 7 |
|
|
2022
Q3 | $10.4M | Buy |
246,951
+82,789
| +50% | +$3.48M | 1.67% | 13 |
|
|
2022
Q2 | $7.28M | Buy |
164,162
+95,245
| +138% | +$4.22M | 1.12% | 24 |
|
|
2022
Q1 | $3.66M | Buy |
68,917
+52,953
| +332% | +$2.81M | 0.49% | 44 |
|
|
2021
Q4 | $891K | Buy |
15,964
+8,746
| +121% | +$488K | 0.12% | 122 |
|
|
2021
Q3 | $383K | Buy |
+7,218
| New | +$383K | 0.05% | 224 |
|