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Mather Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Mather Group’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.9M Buy
18,364
+513
+3% +$349K 0.12% 78
2025
Q4 		$12.2M Sell
17,851
-490
-3% -$331K 0.13% 77
2025
Q3 		$12.2M Hold
18,341
– – 0.12% 76
2025
Q2 		$11.3M Buy
18,341
+203
+1% +$116K 0.12% 77
2025
Q1 		$10.1M Buy
18,138
+5
+0% +$2.94K 0.12% 80
2024
Q4 		$10.6M Sell
18,133
-417
-2% -$246K 0.14% 81
2024
Q3 		$10.6M Sell
18,550
-9,576
-34% -$5.29M 0.14% 79
2024
Q2 		$14.7M Buy
28,126
+13,571
+93% +$7.1M 0.18% 61
2024
Q1 		$6.92M Sell
14,555
-4,110
-22% -$2.05M 0.11% 76
2023
Q4 		$8.87M Sell
18,665
-1,232
-6% -$549K 0.14% 68
2023
Q3 		$8.51M Sell
19,897
-4,771
-19% -$2.12M 0.15% 65
2023
Q2 		$10.9M Buy
24,668
+7,780
+46% +$3.27M 0.17% 67
2023
Q1 		$6.91M Buy
16,888
+1,457
+9% +$581K 0.12% 73
2022
Q4 		$5.9M Buy
15,431
+581
+4% +$223K 0.11% 77
2022
Q3 		$5.3M Buy
14,850
+281
+2% +$112K 0.11% 81
2022
Q2 		$5.5M Sell
14,569
-554
-4% -$227K 0.13% 74
2022
Q1 		$6.83M Buy
15,123
+3,358
+29% +$1.5M 0.13% 64
2021
Q4 		$5.59M Sell
11,765
-403
-3% -$185K 0.11% 66
2021
Q3 		$5.22M Buy
12,168
+607
+5% +$268K 0.13% 57
2021
Q2 		$4.95M Sell
11,561
-11
-0.1% -$4.59K 0.13% 52
2021
Q1 		$4.59M Buy
11,572
+891
+8% +$344K 0.13% 52
2020
Q4 		$3.99M Buy
10,681
+4,477
+72% +$1.59M 0.13% 50
2020
Q3 		$2.08M Buy
6,204
+3,988
+180% +$1.32M 0.08% 58
2020
Q2 		$683K Buy
2,216
+1,327
+149% +$388K 0.03% 112
2020
Q1 		$229K Buy
+889
New +$271K 0.02% 125

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mather Group's SPY Position: Q1 2026 in Review

Mather Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.9% in Q1 2026, buying an estimated $349K and bringing the position to 18,364 shares worth $11.9M. The position accounts for 0.12% of the portfolio, ranked #78.

Mather Group first reported a position in SPY in Q1 2020 and has held it in 25 quarters since. The position peaked at $14.7M in Q2 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Mather Group held 18,364 shares of State Street SPDR S&P 500 ETF Trust worth $11.9M as of Q1 2026.
  • Mather Group bought 513 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $349K.
  • State Street SPDR S&P 500 ETF Trust made up 0.12% of Mather Group's portfolio in Q1 2026, its #78 holding.
  • Mather Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 25 quarters since.
  • Mather Group's State Street SPDR S&P 500 ETF Trust position peaked at $14.7M in Q2 2024.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.