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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mather Group's SPTM Position: Q2 2026 in Review

Mather Group held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 1,446 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Mather Group first reported a position in SPTM in Q1 2022 and has held it in 13 quarters since. The position peaked at $400K in Q1 2022. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Mather Group held 1,446 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $131K as of Q2 2026.
  • Mather Group left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #872 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 13 quarters since.
  • Mather Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $400K in Q1 2022.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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