Mather Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Mather Group’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.2K	Sell	385 -443	-54%	-$23.7K	﹤0.01%	1305
2026 Q1	$40K	Buy	+828	New	+$41K	﹤0.01%	1111
2025 Q4	–	Sell	-204	Closed	-$9.45K	–	1517
2025 Q3	$9.45K	Buy	+204	New	+$9.15K	﹤0.01%	1284
2025 Q2	–	Sell	-204	Closed	-$8.31K	–	1575
2025 Q1	$8.31K	Sell	204 -279	-58%	-$12.3K	﹤0.01%	1296
2024 Q4	$21.7K	Hold	483	–	–	﹤0.01%	1062
2024 Q3	$22K	Sell	483 -903	-65%	-$39.7K	﹤0.01%	1045
2024 Q2	$59.7K	Buy	1,386 +1,076	+347%	+$44.8K	﹤0.01%	954
2024 Q1	$13.1K	Buy	+310	New	+$12.8K	﹤0.01%	1143

Other funds holding SPSM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mather Group's SPSM Position: Q2 2026 in Review

Mather Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 54% in Q2 2026, selling an estimated $23.7K and leaving 385 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Mather Group first reported a position in SPSM in Q1 2024 and has held it in 8 quarters since. The position peaked at $59.7K in Q2 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Mather Group held 385 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $22.2K as of Q2 2026.
Mather Group sold 443 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $23.7K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1305 holding.
Mather Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 8 quarters since.
Mather Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $59.7K in Q2 2024.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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