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

Mather Group’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.15M	Buy	54,283 +49,987	+1,164%	+$4M	0.04%	155
2025 Q4	$345K	Sell	4,296 -248	-5%	-$19.7K	﹤0.01%	487
2025 Q3	$356K	Sell	4,544 -275	-6%	-$20.7K	﹤0.01%	470
2025 Q2	$350K	Sell	4,819 -212	-4%	-$14.3K	﹤0.01%	461
2025 Q1	$331K	Sell	5,031 -569	-10%	-$39.4K	﹤0.01%	463
2024 Q4	$386K	Buy	5,600 +592	+12%	+$41K	0.01%	408
2024 Q3	$338K	Buy	5,008 +140	+3%	+$9.11K	﹤0.01%	441
2024 Q2	$300K	Buy	4,868 +1,728	+55%	+$106K	﹤0.01%	534
2024 Q1	$176K	Sell	3,140 -1,435	-31%	-$84K	﹤0.01%	554
2023 Q4	$256K	Sell	4,575 -1,260	-22%	-$66K	﹤0.01%	485
2023 Q3	$293K	Buy	5,835 +528	+10%	+$27.6K	0.01%	444
2023 Q2	$277K	Sell	5,307 -456	-8%	-$22.5K	﹤0.01%	475
2023 Q1	$277K	Sell	5,763 -321	-5%	-$15.1K	﹤0.01%	416
2022 Q4	$274K	Sell	6,084 -81	-1%	-$3.66K	0.01%	406
2022 Q3	$259K	Sell	6,165 -1,066	-15%	-$49.8K	0.01%	403
2022 Q2	$321K	Sell	7,231 -647	-8%	-$31.2K	0.01%	297
2022 Q1	$419K	Buy	+7,878	New	+$413K	0.01%	292

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mather Group's SPYM Position: Q1 2026 in Review

Mather Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1,164% in Q1 2026, buying an estimated $4M and bringing the position to 54,283 shares worth $4.15M. The position accounts for 0.04% of the portfolio, ranked #155.

Mather Group first reported a position in SPYM in Q1 2022 and has held it in 17 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Mather Group held 54,283 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.15M as of Q1 2026.
Mather Group bought 49,987 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $4M.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Mather Group's portfolio in Q1 2026, its #155 holding.
Mather Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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