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 Q3	$100K	Sell	4,108 -326	-7%	-$8.17K	﹤0.01%	958
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

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

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

CANC

Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

Wealth Advisory Solutions Indiianapolis, Indiana $484M AUM 15.98% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Mather Group's SPIP Position: Q3 2026 in Review

Mather Group reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 7.4% in Q3 2026, selling an estimated $8.17K and leaving 4,108 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Mather Group first reported a position in SPIP in Q1 2022 and has held it in 6 quarters since. The position peaked at $849K in Q1 2022. 48 funds tracked by Wall St. Rank hold SPIP as of Q3 2026.

Mather Group held 4,108 shares of State Street SPDR Portfolio TIPS ETF worth $100K as of Q3 2026.
Mather Group sold 326 State Street SPDR Portfolio TIPS ETF shares in Q3 2026, an estimated $8.17K.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #958 holding.
Mather Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2022 and has held it in 6 quarters since.
Mather Group's State Street SPDR Portfolio TIPS ETF position peaked at $849K in Q1 2022.
48 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2026.

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