Mather Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Mather Group’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$639K	Buy	10,387 +157	+2%	+$9.5K	0.01%	493
2026 Q2	$543K	Buy	10,230 +1,000	+11%	+$57.2K	﹤0.01%	517
2026 Q1	$565K	Buy	9,230 +2,246	+32%	+$120K	0.01%	459
2025 Q4	$312K	Buy	6,984 +280	+4%	+$12.5K	﹤0.01%	516
2025 Q3	$299K	Sell	6,704 -1,844	-22%	-$80.7K	﹤0.01%	525
2025 Q2	$362K	Sell	8,548 -2,028	-19%	-$84.5K	﹤0.01%	451
2025 Q1	$494K	Buy	10,576 +712	+7%	+$32.1K	0.01%	379
2024 Q4	$422K	Sell	9,864 -94	-0.9%	-$4.27K	0.01%	397
2024 Q3	$437K	Sell	9,958 -7,866	-44%	-$352K	0.01%	396
2024 Q2	$841K	Buy	17,824 +7,848	+79%	+$366K	0.01%	292
2024 Q1	$418K	Hold	9,976	–	–	0.01%	376
2023 Q4	$418K	Buy	9,976 +736	+8%	+$31.5K	0.01%	387
2023 Q3	$418K	Sell	9,240 -3,268	-26%	-$143K	0.01%	365
2023 Q2	$508K	Sell	12,508 -5,442	-30%	-$222K	0.01%	344
2023 Q1	$743K	Sell	17,950 -180	-1%	-$7.7K	0.01%	259
2022 Q4	$793K	Buy	18,130 +8,878	+96%	+$386K	0.02%	245
2022 Q3	$333K	Sell	9,252 -24	-0.3%	-$908	0.01%	349
2022 Q2	$332K	Sell	9,276 -204	-2%	-$8.18K	0.01%	293
2022 Q1	$362K	Buy	9,480 +678	+8%	+$23.5K	0.01%	316
2021 Q4	$244K	Buy	8,802 +200	+2%	+$5.65K	﹤0.01%	332
2021 Q3	$224K	Sell	8,602 -476	-5%	-$11.8K	0.01%	264
2021 Q2	$245K	Buy	9,078 +734	+9%	+$19.1K	0.01%	243
2021 Q1	$205K	Buy	+8,344	New	+$192K	0.01%	261

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

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

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Mather Group's XLE Position: Q3 2026 in Review

Mather Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q3 2026, buying an estimated $9.5K and bringing the position to 10,387 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #493.

Mather Group first reported a position in XLE in Q1 2021 and has held it in 23 quarters since. The position peaked at $841K in Q2 2024. 660 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Mather Group held 10,387 shares of State Street Energy Select Sector SPDR ETF worth $639K as of Q3 2026.
Mather Group bought 157 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $9.5K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #493 holding.
Mather Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 23 quarters since.
Mather Group's State Street Energy Select Sector SPDR ETF position peaked at $841K in Q2 2024.
660 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

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