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 Q3	$31.3M	Buy	159,794 +49,869	+45%	+$9.21M	0.27%	46
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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Mather Group's XLK Position: Q3 2026 in Review

Mather Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 45% in Q3 2026, buying an estimated $9.21M and bringing the position to 159,794 shares worth $31.3M. The position accounts for 0.27% of the portfolio, ranked #46.

Mather Group first reported a position in XLK in Q1 2024 and has held it in 11 quarters since. 610 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Mather Group held 159,794 shares of State Street Technology Select Sector SPDR ETF worth $31.3M as of Q3 2026.
Mather Group bought 49,869 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $9.21M.
State Street Technology Select Sector SPDR ETF made up 0.27% of Mather Group's portfolio in Q3 2026, its #46 holding.
Mather Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 11 quarters since.
610 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

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