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 Q1	$40K	Buy	+828	New	+$41K	﹤0.01%	1111
2025 Q4	–	Sell	-204	Closed	-$9.45K	–	1519
2025 Q3	$9.45K	Buy	+204	New	+$9.15K	﹤0.01%	1284
2025 Q2	–	Sell	-204	Closed	-$8.31K	–	1578
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 $376B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

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

Bank of America

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