SPDW — SPDR INDEX SHS FDS

Ownership history in MATHER GROUP, LLC.  ·  8 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in SPDR INDEX SHS FDS (SPDW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,633 -196 -2.9% 0.00% $284K $42.03
2025 Q2 REDUCED 6,829 -138 -2.0% 0.00% $277K $39.77
2025 Q1 REDUCED 6,967 -1,358 -16.3% 0.00% $254K $35.16
2024 Q4 REDUCED 8,325 -44 -0.5% 0.00% $284K $32.96
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPDW price (monthly, adj. close)

Other funds also holding SPDW

As of 2025 Q4 — sorted by position size

Auto-Owners Insurance Co 3Y 18.31% McNamara Financial Services, Inc. 3Y 7Y 18.09% TRUEFG, LLC 3Y 16.51% Strategies Wealth Advisors, LLC 15.87% Stadion Money Management, LLC 3Y 7Y 15.86% Treasure Coast Financial Planning 3Y 12.94% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 12.61% LANDMARK WEALTH MANAGEMENT, INC. 12.6% Auour Investments LLC 10.21% BRIGHTON SECURITIES CORP. 9.84%
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