Mather Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Mather Group’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$114K	Buy	4,434 +4,402	+13,756%	+$114K	﹤0.01%	912
2026 Q1	$832	Buy	+32	New	+$836	﹤0.01%	1784
2024 Q3	–	Sell	-287	Closed	-$7.35K	–	2141
2024 Q2	$7.35K	Buy	+287	New	+$7.27K	﹤0.01%	1530
2022 Q3	–	Sell	-17,341	Closed	-$477K	–	480
2022 Q2	$477K	Sell	17,341 -10,712	-38%	-$308K	0.01%	252
2022 Q1	$849K	Buy	+28,053	New	+$858K	0.02%	193

Other funds holding SPIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

Mather Group's SPIP Position: Q2 2026 in Review

Mather Group increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 13,756% in Q2 2026, buying an estimated $114K and bringing the position to 4,434 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Mather Group first reported a position in SPIP in Q1 2022 and has held it in 5 quarters since. The position peaked at $849K in Q1 2022. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Mather Group held 4,434 shares of State Street SPDR Portfolio TIPS ETF worth $114K as of Q2 2026.
Mather Group bought 4,402 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $114K.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #912 holding.
Mather Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and has held it in 5 quarters since.
Mather Group's State Street SPDR Portfolio TIPS ETF position peaked at $849K in Q1 2022.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.