Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MCNAMARA FINANCIAL SERVICES INC 01-29-2024 12-31-2023 66 447,059,498
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $114,966,883 240,703 0.03 0.03 -2,250 -0.93 12-31-2023
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 2 $68,536,611 2,015,190 0.02 0.02 32,707 1.65 12-31-2023
SPDR SER TR PORTFOLIO AGRGTE 3 $53,444,867 2,084,433 0.01 0.01 26,996 1.31 12-31-2023
SPDR INDEX SHS FDS PORTFOLIO EMG MK 4 $49,380,116 1,394,525 0.01 0.01 13,566 0.98 12-31-2023
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