MFA
Mayflower Financial Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
19,871
-2,314
| -10% | -$1.43M | 1.71% | 7 |
|
|
2025
Q1 | $12.4M | Sell |
22,185
-20
| -0.1% | -$11.2K | 1.88% | 7 |
|
|
2024
Q4 | $13M | Sell |
22,205
-59
| -0.3% | -$34.6K | 1.94% | 7 |
|
|
2024
Q3 | $12.8M | Sell |
22,264
-3
| -0% | -$1.72K | 1.92% | 7 |
|
|
2024
Q2 | $12.1M | Sell |
22,267
-54
| -0.2% | -$29.4K | 1.99% | 5 |
|
|
2024
Q1 | $11.7M | Sell |
22,321
-65
| -0.3% | -$34K | 1.95% | 5 |
|
|
2023
Q4 | $10.6M | Buy |
22,386
+447
| +2% | +$212K | 1.47% | 14 |
|
|
2023
Q3 | $9.38M | Sell |
21,939
-2,064
| -9% | -$882K | 1.4% | 18 |
|
|
2023
Q2 | $10.6M | Buy |
24,003
+127
| +0.5% | +$56.3K | 1.38% | 17 |
|
|
2023
Q1 | $9.77M | Buy |
23,876
+4
| +0% | +$1.64K | 1.28% | 18 |
|
|
2022
Q4 | $9.13M | Buy |
23,872
+857
| +4% | +$328K | 1.27% | 20 |
|
|
2022
Q3 | $8.22M | Buy |
23,015
+1,660
| +8% | +$593K | 1.32% | 18 |
|
|
2022
Q2 | $8.06M | Sell |
21,355
-80
| -0.4% | -$30.2K | 1.23% | 18 |
|
|
2022
Q1 | $9.68M | Sell |
21,435
-336
| -2% | -$152K | 1.3% | 20 |
|
|
2021
Q4 | $10.3M | Sell |
21,771
-75
| -0.3% | -$35.6K | 1.37% | 18 |
|
|
2021
Q3 | $9.85M | Sell |
21,846
-678
| -3% | -$306K | 1.33% | 19 |
|
|
2021
Q2 | $9.64M | Sell |
22,524
-486
| -2% | -$208K | 1.33% | 19 |
|
|
2021
Q1 | $9.12M | Sell |
23,010
-8
| -0% | -$3.17K | 1.35% | 21 |
|
|
2020
Q4 | $8.61M | Buy |
+23,018
| New | +$8.61M | 1.48% | 18 |
|