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 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mather Group's SPIP Position: Q1 2026 in Review

Mather Group opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2026: 32 shares worth $832. The stake represents ﹤0.01% of the portfolio and ranks #1784 among its holdings. This is a return to the name: Mather Group previously reported a position in SPIP as recently as Q2 2024.

Mather Group first reported a position in SPIP in Q1 2022 and has held it in 4 quarters since. The position peaked at $849K in Q1 2022. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

Mather Group held 32 shares of State Street SPDR Portfolio TIPS ETF worth $832 as of Q1 2026.
State Street SPDR Portfolio TIPS ETF was a new Mather Group position in Q1 2026.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1784 holding.
Mather Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and has held it in 4 quarters since.
Mather Group's State Street SPDR Portfolio TIPS ETF position peaked at $849K in Q1 2022.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.