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
2024 Q3 REDUCED 8,369 -1,918 -18.6% 0.00% $314K $35.77
2024 Q2 ADDED 10,287 +5,723 +125.4% 0.00% $369K $33.41
2024 Q1 REDUCED 4,564 -1,983 -30.3% 0.00% $155K $33.54
2023 Q4 INITIATED 6,547 0.00% $223K
% of Fund (quarterly)    SPDW price (monthly, adj. close)
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