Mather Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mather Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$289K	Buy	5,389 +825	+18%	+$42.9K	﹤0.01%	686
2026 Q1	$225K	Sell	4,564 -545	-11%	-$28.4K	﹤0.01%	704
2025 Q4	$280K	Buy	5,109 +188	+4%	+$10K	﹤0.01%	542
2025 Q3	$265K	Sell	4,921 -129	-3%	-$6.83K	﹤0.01%	551
2025 Q2	$264K	Buy	5,050 +2,515	+99%	+$124K	﹤0.01%	531
2025 Q1	$126K	Buy	2,535 +756	+42%	+$37.9K	﹤0.01%	700
2024 Q4	$86K	Sell	1,779 -179	-9%	-$8.65K	﹤0.01%	767
2024 Q3	$88.7K	Sell	1,958 -8,220	-81%	-$359K	﹤0.01%	759
2024 Q2	$429K	Buy	10,178 +7,808	+329%	+$321K	0.01%	448
2024 Q1	$89.1K	Sell	2,370 -5,888	-71%	-$232K	﹤0.01%	731
2023 Q4	$310K	Buy	8,258 +379	+5%	+$13.1K	﹤0.01%	445
2023 Q3	$261K	Sell	7,879 -2,964	-27%	-$102K	﹤0.01%	468
2023 Q2	$366K	Buy	10,843 +17	+0.2%	+$555	0.01%	415
2023 Q1	$348K	Hold	10,826	–	–	0.01%	371
2022 Q4	$370K	Hold	10,826	–	–	0.01%	356
2022 Q3	$329K	Buy	10,826 +850	+9%	+$28.1K	0.01%	354
2022 Q2	$314K	Sell	9,976 -516	-5%	-$17.8K	0.01%	302
2022 Q1	$402K	Buy	+10,492	New	+$410K	0.01%	301
2021 Q4	–	Sell	-8,391	Closed	-$315K	–	398
2021 Q3	$315K	Buy	+8,391	New	+$314K	0.01%	218

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mather Group's XLF Position: Q2 2026 in Review

Mather Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 18% in Q2 2026, buying an estimated $42.9K and bringing the position to 5,389 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Mather Group first reported a position in XLF in Q3 2021 and has held it in 19 quarters since. The position peaked at $429K in Q2 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Mather Group held 5,389 shares of State Street Financial Select Sector SPDR ETF worth $289K as of Q2 2026.
Mather Group bought 825 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $42.9K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #686 holding.
Mather Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Mather Group's State Street Financial Select Sector SPDR ETF position peaked at $429K in Q2 2024.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.