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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
Q1 		$114K Buy
+1,446
New +$119K ﹤0.01% 864
2025
Q4 		– Sell
-340
Closed -$27.4K – 1520
2025
Q3 		$27.4K Buy
+340
New +$26.4K ﹤0.01% 1052
2025
Q2 		– Sell
-704
Closed -$47.9K – 1579
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

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return