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Mather Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Mather Group’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8K Sell
175
-533
-75% -$34.3K ﹤0.01% 1463
2026
Q1 		$41.9K Buy
+708
New +$43.1K ﹤0.01% 1097
2025
Q2 		– Sell
-33
Closed -$1.69K – 1570
2025
Q1 		$1.69K Buy
+33
New +$1.8K ﹤0.01% 1590
2024
Q3 		– Sell
-604
Closed -$32.2K – 2144
2024
Q2 		$32.2K Buy
604
+337
+126% +$17.4K ﹤0.01% 1124
2024
Q1 		$13K Buy
+267
New +$13.3K ﹤0.01% 1145

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Mather Group's SPMD Position: Q2 2026 in Review

Mather Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 75% in Q2 2026, selling an estimated $34.3K and leaving 175 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Mather Group first reported a position in SPMD in Q1 2024 and has held it in 5 quarters since. The position peaked at $41.9K in Q1 2026. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Mather Group held 175 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $11.8K as of Q2 2026.
  • Mather Group sold 533 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $34.3K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1463 holding.
  • Mather Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 5 quarters since.
  • Mather Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $41.9K in Q1 2026.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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