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 Q3	$69K	Hold	634	–	–	﹤0.01%	1063
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

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

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

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Mather Group's XLY Position: Q3 2026 in Review

Mather Group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q3 2026 at 634 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Mather Group first reported a position in XLY in Q2 2013 and has held it in 24 quarters since. The position peaked at $17.1M in Q4 2013. 357 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Mather Group held 634 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $69K as of Q3 2026.
Mather Group left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1063 holding.
Mather Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 24 quarters since.
Mather Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $17.1M in Q4 2013.
357 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

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