SPTM — SPDR SER TR

Ownership history in MATHER GROUP, LLC.  ·  11 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in SPDR SER TR (SPTM). 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.

Peak position
0.01% (2022 Q1)
Avg. % of fund
0.0%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 340 -364 -51.7% 0.00% $27K $80.41
2025 Q1 UNCHANGED 704 — 0% 0.00% $48K $67.39
2024 Q4 REDUCED 704 -327 -31.7% 0.00% $50K $70.55
2024 Q3 REDUCED 1,031 -509 -33.1% 0.00% $72K $68.96
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPTM price (monthly, adj. close)

Other funds also holding SPTM

As of 2025 Q4 — sorted by position size

Keener Financial Planning LLC 36.6% Professional Financial Advisors, LLC 3Y 27.62% Weitzel Financial Services, Inc. 3Y 21.48% Fox Financial, Inc 20.06% Treasure Coast Financial Planning 3Y 18.34% Wall Capital Group, Inc. 3Y 7Y 15.5% VOISARD ASSET MANAGEMENT GROUP, INC. 14.09% Rosenberg Matthew Hamilton 3Y 13.57% Spartan Planning & Wealth Management 3Y 12.9% Financial Strategies Group, Inc. 3Y 11.37%
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