MJT & Associates Financial Advisory Group, Inc. SPLG SPDR PORTFOLIO S&P 500 ETF

Ownership history in MJT & Associates Financial Advisory Group, Inc.  ·  6 quarters on record

AI Ownership Summary

MJT & Associates Financial Advisory Group, Inc. reported SPDR PORTFOLIO S&P 500 ETF (SPLG) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 1.35% in 2025 Q2. The latest visible filing shows SPLG at 0.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MJT & Associates Financial Advisory Group, Inc.'s position in SPDR PORTFOLIO S&P 500 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPLG was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.35% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MJT & Associates Financial Advisory Group, Inc. held SPLG — position size vs. price
% of Fund (quarterly)    SPLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 10,452 0% 0.61% $919K 2026-07-06 $87.67
2026 Q1 UNCHANGED 10,452 0% 0.59% $800K 2026-04-02 $76.98
2025 Q4 REDUCED 10,452 -45 -0.4% 0.63% $838K 2026-02-10 $81.00
2025 Q3 REDUCED 29.4% +3.6% 10,497 -4,364 -29.4% 0.67% $822K 2025-10-15 $77.60
2025 Q2 REDUCED 14,861 -237 -1.6% 1.35% $1.1M 2025-07-16 $72.61
2025 Q1 INITIATED 15,098 0.95% $993K 2025-05-07 $65.09

FAQ About MJT & Associates Financial Advisory Group, Inc. and SPLG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MJT & Associates Financial Advisory Group, Inc. reported owning SPLG?

MJT & Associates Financial Advisory Group, Inc. reported SPLG across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported SPLG position in MJT & Associates Financial Advisory Group, Inc.'s portfolio?

The largest reported portfolio weight for SPLG was 1.35% in 2025 Q2.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q2, when MJT & Associates Financial Advisory Group, Inc. reported 10,452 shares, equal to 0.61% of portfolio, with an estimated market value of $919K.

What does the chart on this SPLG ownership page compare?

The chart compares MJT & Associates Financial Advisory Group, Inc.'s quarterly SPLG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MJT & Associates Financial Advisory Group, Inc. time their SPLG position?

Based on 13F filing dates vs. subsequent SPLG price moves, MJT & Associates Financial Advisory Group, Inc. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on SPLG relative to SPY over the holding period was +1106.3%.

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