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 Q3	$35.7K	Buy	675 +290	+75%	+$16.3K	﹤0.01%	1262
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	-$8.32K	–	1575
2025 Q1	$8.32K	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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Mather Group's SPSM Position: Q3 2026 in Review

Mather Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 75% in Q3 2026, buying an estimated $16.3K and bringing the position to 675 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Mather Group first reported a position in SPSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $59.7K in Q2 2024. 311 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Mather Group held 675 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $35.7K as of Q3 2026.
Mather Group bought 290 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $16.3K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1262 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 9 quarters since.
Mather Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $59.7K in Q2 2024.
311 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

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