Mather Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Mather Group’s Portfolio SPSB Stock Details SPSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.98K	Buy	+199	New	+$6.01K	﹤0.01%	1546
2025 Q4	–	Sell	-199	Closed	-$6.03K	–	1515
2025 Q3	$6.03K	Buy	+199	New	+$6K	﹤0.01%	1352
2025 Q2	–	Sell	-641	Closed	-$19.3K	–	1573
2025 Q1	$19.3K	Hold	641	–	–	﹤0.01%	1101
2024 Q4	$19.1K	Hold	641	–	–	﹤0.01%	1089
2024 Q3	$19.4K	Sell	641 -3,999	-86%	-$120K	﹤0.01%	1070
2024 Q2	$138K	Sell	4,640 -34	-0.7%	-$1.01K	﹤0.01%	713
2024 Q1	$139K	Buy	+4,674	New	+$139K	﹤0.01%	618
2023 Q3	–	Sell	-11,314	Closed	-$333K	–	617
2023 Q2	$333K	Sell	11,314 -32,495	-74%	-$959K	0.01%	436
2023 Q1	$1.3M	Sell	43,809 -5,918	-12%	-$175K	0.02%	183
2022 Q4	$1.46M	Buy	49,727 +5,912	+13%	+$173K	0.03%	162
2022 Q3	$1.28M	Buy	43,815 +16,580	+61%	+$492K	0.03%	169
2022 Q2	$810K	Buy	+27,235	New	+$814K	0.02%	201

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Mather Group's SPSB Position: Q1 2026 in Review

Mather Group opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2026: 199 shares worth $5.98K. The stake represents ﹤0.01% of the portfolio and ranks #1546 among its holdings. This is a return to the name: Mather Group previously reported a position in SPSB as recently as Q3 2025.

Mather Group first reported a position in SPSB in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.46M in Q4 2022. 570 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Mather Group held 199 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $5.98K as of Q1 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Mather Group position in Q1 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1546 holding.
Mather Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and has held it in 12 quarters since.
Mather Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.46M in Q4 2022.
570 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

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