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 Q2	$20.9M	Buy	109,925 +94,401	+608%	+$16.1M	0.18%	62
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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Mather Group's XLK Position: Q2 2026 in Review

Mather Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 608% in Q2 2026, buying an estimated $16.1M and bringing the position to 109,925 shares worth $20.9M. The position accounts for 0.18% of the portfolio, ranked #62.

Mather Group first reported a position in XLK in Q1 2024 and has held it in 10 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Mather Group held 109,925 shares of State Street Technology Select Sector SPDR ETF worth $20.9M as of Q2 2026.
Mather Group bought 94,401 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $16.1M.
State Street Technology Select Sector SPDR ETF made up 0.18% of Mather Group's portfolio in Q2 2026, its #62 holding.
Mather Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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