Mather Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Mather Group’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$55.4K	Buy	499 +366	+275%	+$40.7K	﹤0.01%	1137
2026 Q2	$14.2K	Buy	+133	New	+$15.2K	﹤0.01%	1414
2025 Q2	–	Sell	-70	Closed	-$6.75K	–	1745
2025 Q1	$6.75K	Sell	70 -17	-20%	-$1.7K	﹤0.01%	1347
2024 Q4	$8.42K	Buy	87 +14	+19%	+$1.34K	﹤0.01%	1277
2024 Q3	$6.6K	Buy	73 +12	+20%	+$1.04K	﹤0.01%	1245
2024 Q2	$4.98K	Sell	61 -52	-46%	-$4.28K	﹤0.01%	1625
2024 Q1	$8.21K	Buy	+113	New	+$8.8K	﹤0.01%	1249

Other funds holding XLC

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Mather Group's XLC Position: Q3 2026 in Review

Mather Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 275% in Q3 2026, buying an estimated $40.7K and bringing the position to 499 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Mather Group first reported a position in XLC in Q1 2024 and has held it in 7 quarters since. 288 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Mather Group held 499 shares of State Street Communication Services Select Sector SPDR ETF worth $55.4K as of Q3 2026.
Mather Group bought 366 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $40.7K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1137 holding.
Mather Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 7 quarters since.
288 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

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