Mather Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Mather Group’s Portfolio SPIB Stock Details SPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$149K	Buy	4,619 +2,844	+160%	+$93.8K	﹤0.01%	859
2026 Q2	$59.4K	Buy	1,775 +86	+5%	+$2.88K	﹤0.01%	1066
2026 Q1	$56.7K	Buy	+1,689	New	+$57.1K	﹤0.01%	1032
2025 Q4	–	Sell	-403	Closed	-$13.7K	–	1512
2025 Q3	$13.7K	Buy	+403	New	+$13.6K	﹤0.01%	1203
2025 Q2	–	Sell	-961	Closed	-$31.9K	–	1569
2025 Q1	$31.9K	Buy	+961	New	+$31.7K	﹤0.01%	979
2024 Q3	–	Sell	-913	Closed	-$29.8K	–	2142
2024 Q2	$29.8K	Buy	+913	New	+$29.6K	﹤0.01%	1151

Other funds holding SPIB

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

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

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group's SPIB Position: Q3 2026 in Review

Mather Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 160% in Q3 2026, buying an estimated $93.8K and bringing the position to 4,619 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Mather Group first reported a position in SPIB in Q2 2024 and has held it in 6 quarters since. 160 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Mather Group held 4,619 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $149K as of Q3 2026.
Mather Group bought 2,844 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $93.8K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #859 holding.
Mather Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and has held it in 6 quarters since.
160 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

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