MG
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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
Q1 		$270K Buy
+5,916
New +$278K ﹤0.01% 650
2025
Q4 		– Sell
-6,633
Closed -$284K – 1513
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% -$1.57K ﹤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

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return