Mather Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Mather Group’s Portfolio SPDW Stock Details SPDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$228K	Sell	4,539 -254	-5%	-$12.9K	﹤0.01%	758
2026 Q2	$242K	Sell	4,793 -1,123	-19%	-$55.7K	﹤0.01%	735
2026 Q1	$270K	Buy	+5,916	New	+$278K	﹤0.01%	650
2025 Q4	–	Sell	-6,633	Closed	-$284K	–	1511
2025 Q3	$284K	Sell	6,633 -196	-3%	-$8.12K	﹤0.01%	533
2025 Q2	$277K	Sell	6,829 -138	-2%	-$5.29K	﹤0.01%	521
2025 Q1	$254K	Sell	6,967 -1,358	-16%	-$49.1K	﹤0.01%	525
2024 Q4	$284K	Sell	8,325 -44	-0.5%	-$1.58K	﹤0.01%	476
2024 Q3	$314K	Sell	8,369 -1,918	-19%	-$69.2K	﹤0.01%	455
2024 Q2	$369K	Buy	10,287 +5,723	+125%	+$204K	﹤0.01%	481
2024 Q1	$155K	Sell	4,564 -1,983	-30%	-$68.1K	﹤0.01%	590
2023 Q4	$223K	Buy	+6,547	New	+$208K	﹤0.01%	523

Other funds holding SPDW

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

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

Mather Group's SPDW Position: Q3 2026 in Review

Mather Group reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 5.3% in Q3 2026, selling an estimated $12.9K and leaving 4,539 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Mather Group first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. The position peaked at $369K in Q2 2024. 340 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

Mather Group held 4,539 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $228K as of Q3 2026.
Mather Group sold 254 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $12.9K.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #758 holding.
Mather Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
Mather Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $369K in Q2 2024.
340 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

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