MG
SPYG icon

Mather Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Mather Group’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$989K Buy
10,099
+262
+3% +$27.3K 0.01% 337
2025
Q4 		$1.05M Hold
9,837
– – 0.01% 275
2025
Q3 		$1.03M Sell
9,837
-7,992
-45% -$796K 0.01% 270
2025
Q2 		$1.7M Buy
17,829
+1,766
+11% +$151K 0.02% 209
2025
Q1 		$1.29M Sell
16,063
-930
-5% -$81.2K 0.01% 223
2024
Q4 		$1.49M Sell
16,993
-405
-2% -$35K 0.02% 195
2024
Q3 		$1.44M Sell
17,398
-1,397
-7% -$112K 0.02% 201
2024
Q2 		$1.37M Buy
18,795
+4,528
+32% +$338K 0.02% 221
2024
Q1 		$928K Sell
14,267
-2,053
-13% -$143K 0.01% 234
2023
Q4 		$1.06M Sell
16,320
-2,529
-13% -$156K 0.02% 222
2023
Q3 		$1.12M Sell
18,849
-1,361
-7% -$83.4K 0.02% 202
2023
Q2 		$1.23M Sell
20,210
-8,202
-29% -$470K 0.02% 200
2023
Q1 		$1.57M Buy
28,412
+236
+0.8% +$12.5K 0.03% 161
2022
Q4 		$1.43M Buy
28,176
+1,223
+5% +$63.6K 0.03% 165
2022
Q3 		$1.35M Buy
26,953
+735
+3% +$41.4K 0.03% 160
2022
Q2 		$1.37M Buy
26,218
+23,022
+720% +$1.32M 0.03% 152
2022
Q1 		$212K Buy
+3,196
New +$208K ﹤0.01% 420

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Mather Group's SPYG Position: Q1 2026 in Review

Mather Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.7% in Q1 2026, buying an estimated $27.3K and bringing the position to 10,099 shares worth $989K. The position accounts for 0.01% of the portfolio, ranked #337.

Mather Group first reported a position in SPYG in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.7M in Q2 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Mather Group held 10,099 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $989K as of Q1 2026.
  • Mather Group bought 262 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $27.3K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #337 holding.
  • Mather Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Mather Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.7M in Q2 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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