Mather Group
SPY icon

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
Q3 		$16.9M Buy
22,194
+2,314
+12% +$1.76M 0.14% 72
2026
Q2 		$14.8M Buy
19,880
+1,516
+8% +$1.1M 0.13% 80
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

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mather Group's SPY Position: Q3 2026 in Review

Mather Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q3 2026, buying an estimated $1.76M and bringing the position to 22,194 shares worth $16.9M. The position accounts for 0.14% of the portfolio, ranked #72.

Mather Group first reported a position in SPY in Q1 2020 and has held it in 27 quarters since. 1,053 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Mather Group held 22,194 shares of State Street SPDR S&P 500 ETF Trust worth $16.9M as of Q3 2026.
  • Mather Group bought 2,314 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.76M.
  • State Street SPDR S&P 500 ETF Trust made up 0.14% of Mather Group's portfolio in Q3 2026, its #72 holding.
  • Mather Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 27 quarters since.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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