Mather Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Mather Group’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$977K	Buy	6,672 +299	+5%	+$46.3K	0.01%	381
2026 Q2	$970K	Sell	6,373 -613	-9%	-$91.3K	0.01%	383
2026 Q1	$1.02M	Buy	6,986 +1,170	+20%	+$174K	0.01%	328
2025 Q4	$809K	Buy	5,816 +859	+17%	+$120K	0.01%	320
2025 Q3	$694K	Buy	4,957 +1	+0%	+$139	0.01%	343
2025 Q2	$673K	Buy	4,956 +527	+12%	+$69.9K	0.01%	331
2025 Q1	$601K	Buy	4,429 +268	+6%	+$36K	0.01%	340
2024 Q4	$550K	Buy	4,161 +1	+0%	+$140	0.01%	339
2024 Q3	$591K	Sell	4,160 -1,235	-23%	-$167K	0.01%	330
2024 Q2	$708K	Buy	5,395 +2,094	+63%	+$270K	0.01%	337
2024 Q1	$413K	Sell	3,301 -359	-10%	-$45K	0.01%	380
2023 Q4	$457K	Sell	3,660 -280	-7%	-$32.9K	0.01%	371
2023 Q3	$453K	Sell	3,940 -1,168	-23%	-$143K	0.01%	344
2023 Q2	$626K	Buy	5,108 +218	+4%	+$26.6K	0.01%	305
2023 Q1	$605K	Sell	4,890 -23	-0.5%	-$2.89K	0.01%	295
2022 Q4	$615K	Buy	4,913 +1,501	+44%	+$185K	0.01%	284
2022 Q3	$380K	Buy	3,412 +1,353	+66%	+$167K	0.01%	325
2022 Q2	$244K	Sell	2,059 -1,356	-40%	-$169K	0.01%	334
2022 Q1	$438K	Buy	+3,415	New	+$432K	0.01%	284
2015 Q1	–	Sell	-281,007	Closed	-$22.1M	–	32
2014 Q4	$22.1M	Sell	281,007 -76,901	-21%	-$6.01M	6.38%	6
2014 Q3	$26.8M	Buy	357,908 +24,148	+7%	+$1.83M	8.25%	5
2014 Q2	$25.6M	Buy	333,760 +141,431	+74%	+$10.6M	8.3%	4
2014 Q1	$14.2M	Buy	192,329 +6,923	+4%	+$498K	5.19%	8
2013 Q4	$13.5M	Buy	185,406 +11,672	+7%	+$839K	5.12%	9
2013 Q3	$12M	Buy	173,734 +2,337	+1%	+$161K	4.97%	9
2013 Q2	$11.4M	Buy	+171,397	New	+$11.5M	4.91%	9

Other funds holding SDY

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Mather Group's SDY Position: Q3 2026 in Review

Mather Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 4.7% in Q3 2026, buying an estimated $46.3K and bringing the position to 6,672 shares worth $977K. The position accounts for 0.01% of the portfolio, ranked #381.

Mather Group first reported a position in SDY in Q2 2013 and has held it in 26 quarters since. The position peaked at $26.8M in Q3 2014. 348 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Mather Group held 6,672 shares of State Street SPDR S&P Dividend ETF worth $977K as of Q3 2026.
Mather Group bought 299 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $46.3K.
State Street SPDR S&P Dividend ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #381 holding.
Mather Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 26 quarters since.
Mather Group's State Street SPDR S&P Dividend ETF position peaked at $26.8M in Q3 2014.
348 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

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