Mather Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Mather Group’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$133K	Hold	1,446	–	–	﹤0.01%	884
2026 Q2	$131K	Hold	1,446	–	–	﹤0.01%	872
2026 Q1	$114K	Buy	+1,446	New	+$119K	﹤0.01%	864
2025 Q4	–	Sell	-340	Closed	-$27.4K	–	1518
2025 Q3	$27.4K	Buy	+340	New	+$26.4K	﹤0.01%	1052
2025 Q2	–	Sell	-704	Closed	-$47.9K	–	1576
2025 Q1	$47.9K	Hold	704	–	–	﹤0.01%	900
2024 Q4	$50.3K	Sell	704 -327	-32%	-$23.5K	﹤0.01%	874
2024 Q3	$72.2K	Sell	1,031 -509	-33%	-$34.4K	﹤0.01%	808
2024 Q2	$98.8K	Sell	1,540 -603	-28%	-$38.6K	﹤0.01%	812
2024 Q1	$125K	Buy	+2,143	New	+$131K	﹤0.01%	644
2023 Q3	–	Sell	-4,453	Closed	-$242K	–	618
2023 Q2	$242K	Buy	4,453 +279	+7%	+$14.4K	﹤0.01%	506
2023 Q1	$210K	Buy	+4,174	New	+$206K	﹤0.01%	482
2022 Q4	–	Sell	-4,940	Closed	-$218K	–	509
2022 Q3	$218K	Sell	4,940 -213	-4%	-$10.4K	﹤0.01%	438
2022 Q2	$240K	Sell	5,153 -2,037	-28%	-$103K	0.01%	339
2022 Q1	$400K	Buy	+7,190	New	+$394K	0.01%	302

Other funds holding SPTM

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

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Mather Group's SPTM Position: Q3 2026 in Review

Mather Group held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 1,446 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Mather Group first reported a position in SPTM in Q1 2022 and has held it in 14 quarters since. The position peaked at $400K in Q1 2022. 221 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Mather Group held 1,446 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $133K as of Q3 2026.
Mather Group left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #884 holding.
Mather Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2022 and has held it in 14 quarters since.
Mather Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $400K in Q1 2022.
221 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

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