Ownership history in MATHER GROUP, LLC. · 6 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in SPDR SER TR (KOMP). 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 | UNCHANGED | 1,189 | — | 0% | 0.00% | $74K | $61.53 |
| 2025 Q1 | UNCHANGED | 1,189 | — | 0% | 0.00% | $55K | $45.73 |
| 2024 Q4 | UNCHANGED | 1,189 | — | 0% | 0.00% | $60K | $49.88 |
| 2024 Q3 | REDUCED | 1,189 | -1,237 | -51.0% | 0.00% | $59K | $48.23 |
| 2024 Q2 | ADDED | 2,426 | +476 | +24.4% | 0.00% | $117K | $44.95 |
| 2024 Q1 | INITIATED | 1,950 | — | — | 0.00% | $91K | — |
As of 2025 Q4 — sorted by position size