Mather Group’s State Street SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History

Mather Group’s Portfolio NZAC Stock Details NZAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$280K	Buy	6,027 +127	+2%	+$5.9K	﹤0.01%	702
2026 Q2	$271K	Buy	5,900 +500	+9%	+$22.5K	﹤0.01%	709
2026 Q1	$219K	Buy	5,400 +246	+5%	+$10.5K	﹤0.01%	710
2025 Q4	$221K	Sell	5,154 -111	-2%	-$4.75K	﹤0.01%	605
2025 Q3	$223K	Sell	5,265 -942	-15%	-$38.3K	﹤0.01%	599
2025 Q2	$245K	Buy	6,207 +41	+0.7%	+$1.5K	﹤0.01%	551
2025 Q1	$218K	Buy	6,166 +55	+0.9%	+$2.02K	﹤0.01%	566
2024 Q4	$222K	Buy	6,111 +43	+0.7%	+$1.6K	﹤0.01%	538
2024 Q3	$226K	Buy	6,068 +248	+4%	+$8.83K	﹤0.01%	533
2024 Q2	$197K	Buy	5,820 +70	+1%	+$2.36K	﹤0.01%	620
2024 Q1	$182K	Buy	+5,750	New	+$187K	﹤0.01%	545

Other funds holding NZAC

CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

WAP

Wealth Analytics Partners San Diego, California $287M AUM 12.75% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Mather Group's NZAC Position: Q3 2026 in Review

Mather Group increased its State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) stake by 2.2% in Q3 2026, buying an estimated $5.9K and bringing the position to 6,027 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Mather Group first reported a position in NZAC in Q1 2024 and has held it in 11 quarters since. 5 funds tracked by Wall St. Rank hold NZAC as of Q3 2026.

Mather Group held 6,027 shares of State Street SPDR MSCI ACWI Climate Paris Aligned ETF worth $280K as of Q3 2026.
Mather Group bought 127 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q3 2026, an estimated $5.9K.
State Street SPDR MSCI ACWI Climate Paris Aligned ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #702 holding.
Mather Group first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q1 2024 and has held it in 11 quarters since.
5 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.