Spdr S&p 500 Etf shares owned by Mattern Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Mattern Wealth Management
from 13F filings
Historical chart of Mattern Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Mattern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $912k | 1.4k | 666.12 |
| 2025-06-30 | $853k | 1.4k | 617.74 |
| 2025-03-31 | $772k | 1.4k | 559.24 |
| 2024-12-31 | $809k | 1.4k | 586.29 |
| 2024-09-30 | $793k | 1.4k | 573.88 |
| 2024-06-30 | $752k | 1.4k | 544.28 |
| 2024-03-31 | $698k | 1.3k | 523.07 |
| 2023-12-31 | $664k | 1.4k | 475.31 |
| 2023-09-30 | $649k | 1.5k | 427.45 |
| 2023-06-30 | $625k | 1.4k | 443.40 |
| 2023-03-31 | $571k | 1.4k | 409.39 |
| 2022-12-31 | $395k | 1.0k | 382.43 |
| 2022-09-30 | $309k | 864 | 357.64 |
| 2022-06-30 | $392k | 1.0k | 377.29 |
| 2022-03-31 | $439k | 971 | 452.11 |
| 2021-12-31 | $443k | 932 | 475.32 |
| 2021-09-30 | $400k | 932 | 429.18 |
| 2021-06-30 | $402k | 932 | 431.33 |
| 2021-03-31 | $380k | 958 | 396.66 |
| 2020-12-31 | $1.4M | 3.8k | 373.77 |
| 2020-09-30 | $548k | 1.6k | 334.96 |
| 2020-06-30 | $244k | 791 | 308.47 |
| 2019-12-31 | $213k | 661 | 322.24 |