Mather Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Mather Group’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$74.4K	Hold	634	–	–	﹤0.01%	1007
2026 Q1	$69.1K	Buy	+634	New	+$74.1K	﹤0.01%	987
2025 Q4	–	Sell	-634	Closed	-$76K	–	1668
2025 Q3	$76K	Buy	+634	New	+$72.6K	﹤0.01%	817
2025 Q2	–	Sell	-634	Closed	-$62.6K	–	1750
2025 Q1	$62.6K	Hold	634	–	–	﹤0.01%	858
2024 Q4	$71.1K	Hold	634	–	–	﹤0.01%	800
2024 Q3	$63.5K	Sell	634 -432	-41%	-$40.4K	﹤0.01%	828
2024 Q2	$98K	Buy	1,066 +134	+14%	+$11.9K	﹤0.01%	814
2024 Q1	$83.3K	Buy	+932	New	+$83K	﹤0.01%	756
2017 Q1	–	Sell	-282,214	Closed	-$11.5M	–	42
2016 Q4	$11.5M	Sell	282,214 -12,170	-4%	-$492K	2.02%	16
2016 Q3	$11.8M	Buy	294,384 +16,350	+6%	+$659K	2.21%	14
2016 Q2	$10.9M	Buy	278,034 +17,250	+7%	+$679K	2.2%	15
2016 Q1	$10.3M	Sell	260,784 -103,774	-28%	-$3.87M	2.19%	16
2015 Q4	$14.2M	Sell	364,558 -95,238	-21%	-$3.78M	3.3%	12
2015 Q3	$17.1M	Buy	459,796 +49,976	+12%	+$1.92M	4.5%	8
2015 Q2	$15.4M	Hold	409,820	–	–	4.07%	13
2015 Q1	$15.4M	Buy	409,820 +25,112	+7%	+$923K	4.07%	13
2014 Q4	$13.9M	Buy	384,708 +5,808	+2%	+$199K	4%	12
2014 Q3	$12.6M	Buy	378,900 +23,324	+7%	+$788K	3.89%	10
2014 Q2	$11.9M	Buy	355,576 +38,888	+12%	+$1.26M	3.85%	10
2014 Q1	$10.2M	Sell	316,688 -195,414	-38%	-$6.37M	3.76%	9
2013 Q4	$17.1M	Buy	512,102 +7,840	+2%	+$249K	6.51%	5
2013 Q3	$15.3M	Buy	504,262 +4,308	+0.9%	+$128K	6.34%	5
2013 Q2	$14.1M	Buy	+499,954	New	+$13.8M	6.09%	6

Other funds holding XLY

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

MIFH

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

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

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

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

Mather Group's XLY Position: Q2 2026 in Review

Mather Group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 634 shares worth $74.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Mather Group first reported a position in XLY in Q2 2013 and has held it in 23 quarters since. The position peaked at $17.1M in Q4 2013. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Mather Group held 634 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $74.4K as of Q2 2026.
Mather Group left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1007 holding.
Mather Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 23 quarters since.
Mather Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $17.1M in Q4 2013.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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