Mather Group’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Mather Group’s Portfolio XPH Stock Details XPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.5K	Buy	+100	New	+$6.91K	﹤0.01%	1762
2015 Q4	–	Sell	-294,318	Closed	-$13.8M	–	36
2015 Q3	$13.8M	Buy	294,318 +28,908	+11%	+$1.74M	3.64%	12
2015 Q2	$16.4M	Hold	265,410	–	–	4.32%	7
2015 Q1	$16.4M	Buy	265,410 +11,288	+4%	+$669K	4.32%	7
2014 Q4	$13.7M	Buy	254,122 +3,782	+2%	+$207K	3.95%	13
2014 Q3	$13.3M	Buy	250,340 +11,804	+5%	+$600K	4.08%	9
2014 Q2	$12.4M	Buy	238,536 +23,234	+11%	+$1.12M	4.02%	9
2014 Q1	$10.1M	Sell	215,302 -19,322	-8%	-$913K	3.7%	11
2013 Q4	$10.3M	Buy	234,624 +4,436	+2%	+$185K	3.93%	10
2013 Q3	$8.86M	Buy	230,188 +2,102	+0.9%	+$79.5K	3.68%	11
2013 Q2	$8.04M	Buy	+228,086	New	+$7.7M	3.47%	13

Other funds holding XPH

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

BWM

Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Mather Group's XPH Position: Q3 2026 in Review

Mather Group opened a new position in State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q3 2026: 100 shares worth $6.5K. The stake represents ﹤0.01% of the portfolio and ranks #1762 among its holdings. This is a return to the name: Mather Group previously reported a position in XPH as recently as Q3 2015.

Mather Group first reported a position in XPH in Q2 2013 and has held it in 11 quarters since. The position peaked at $16.4M in Q2 2015. 17 funds tracked by Wall St. Rank hold XPH as of Q3 2026.

Mather Group held 100 shares of State Street SPDR S&P Pharmaceuticals ETF worth $6.5K as of Q3 2026.
State Street SPDR S&P Pharmaceuticals ETF was a new Mather Group position in Q3 2026.
State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1762 holding.
Mather Group first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2013 and has held it in 11 quarters since.
Mather Group's State Street SPDR S&P Pharmaceuticals ETF position peaked at $16.4M in Q2 2015.
17 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2026.

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