Mather Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Mather Group’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$310K	Buy	1,674 +299	+22%	+$52K	﹤0.01%	661
2026 Q1	$222K	Buy	1,375 +1	+0.1%	+$168	﹤0.01%	707
2025 Q4	$213K	Buy	1,374 +100	+8%	+$15.4K	﹤0.01%	613
2025 Q3	$196K	Sell	1,274 -381	-23%	-$57.7K	﹤0.01%	619
2025 Q2	$244K	Buy	1,655 +1,020	+161%	+$139K	﹤0.01%	556
2025 Q1	$83.2K	Buy	635 +593	+1,412%	+$80.1K	﹤0.01%	790
2024 Q4	$5.53K	Buy	42 +11	+35%	+$1.52K	﹤0.01%	1362
2024 Q3	$4.2K	Sell	31 -3,221	-99%	-$409K	﹤0.01%	1337
2024 Q2	$410K	Buy	3,252 +2,881	+777%	+$355K	0.01%	458
2024 Q1	$42.3K	Sell	371 -3,000	-89%	-$353K	﹤0.01%	909
2023 Q4	$384K	Buy	3,371 +272	+9%	+$28.5K	0.01%	395
2023 Q3	$314K	Sell	3,099 -1,039	-25%	-$111K	0.01%	431
2023 Q2	$444K	Buy	4,138 +539	+15%	+$54.3K	0.01%	370
2023 Q1	$364K	Buy	3,599 +53	+1%	+$5.33K	0.01%	366
2022 Q4	$348K	Hold	3,546	–	–	0.01%	364
2022 Q3	$294K	Buy	3,546 +46	+1%	+$4.24K	0.01%	372
2022 Q2	$306K	Hold	3,500	–	–	0.01%	304
2022 Q1	$360K	Buy	+3,500	New	+$355K	0.01%	317

Other funds holding XLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mather Group's XLI Position: Q2 2026 in Review

Mather Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 22% in Q2 2026, buying an estimated $52K and bringing the position to 1,674 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Mather Group first reported a position in XLI in Q1 2022 and has held it in 18 quarters since. The position peaked at $444K in Q2 2023. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Mather Group held 1,674 shares of State Street Industrial Select Sector SPDR ETF worth $310K as of Q2 2026.
Mather Group bought 299 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $52K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #661 holding.
Mather Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Mather Group's State Street Industrial Select Sector SPDR ETF position peaked at $444K in Q2 2023.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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