Mather Group
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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
Q3 		$5.02M Buy
55,889
+2,840
+5% +$254K 0.04% 173
2026
Q2 		$4.66M Sell
53,049
-1,234
-2% -$105K 0.04% 165
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% +$9.1K ﹤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

1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Mather Group's SPYM Position: Q3 2026 in Review

Mather Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.4% in Q3 2026, buying an estimated $254K and bringing the position to 55,889 shares worth $5.02M. The position accounts for 0.04% of the portfolio, ranked #173.

Mather Group first reported a position in SPYM in Q1 2022 and has held it in 19 quarters since. 404 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Mather Group held 55,889 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.02M as of Q3 2026.
  • Mather Group bought 2,840 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $254K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Mather Group's portfolio in Q3 2026, its #173 holding.
  • Mather Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 19 quarters since.
  • 404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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