Mather Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Mather Group’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.06M	Buy	15,524 +4,807	+45%	+$677K	0.02%	225
2025 Q4	$1.54M	Buy	10,717 +183	+2%	+$26.4K	0.02%	230
2025 Q3	$1.48M	Buy	10,534 +438	+4%	+$58K	0.02%	232
2025 Q2	$1.28M	Buy	10,096 +3,058	+43%	+$339K	0.01%	239
2025 Q1	$727K	Buy	7,038 +2,326	+49%	+$264K	0.01%	296
2024 Q4	$548K	Buy	4,712 +190	+4%	+$22.1K	0.01%	341
2024 Q3	$510K	Sell	4,522 -706	-14%	-$77.5K	0.01%	360
2024 Q2	$544K	Buy	5,228 +3,656	+233%	+$385K	0.01%	396
2024 Q1	$151K	Buy	+1,572	New	+$159K	﹤0.01%	598

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mather Group's XLK Position: Q1 2026 in Review

Mather Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 45% in Q1 2026, buying an estimated $677K and bringing the position to 15,524 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #225.

Mather Group first reported a position in XLK in Q1 2024 and has held it in 9 quarters since. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Mather Group held 15,524 shares of State Street Technology Select Sector SPDR ETF worth $2.06M as of Q1 2026.
Mather Group bought 4,807 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $677K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Mather Group's portfolio in Q1 2026, its #225 holding.
Mather Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.