XLP SELECT SECTOR SPDR TR

Ownership history in MATHER GROUP, LLC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in SELECT SECTOR SPDR TR (XLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2022 Q4)
Avg. % of fund
0.0%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 300 0% 0.00% $24K $77.75
2025 Q1 UNCHANGED 300 0% 0.00% $25K $79.92
2024 Q4 UNCHANGED 300 0% 0.00% $24K $76.52
2024 Q3 REDUCED 300 -1,053 -77.8% 0.00% $25K $80.18
2024 Q2 ADDED 1,353 +760 +128.2% 0.00% $103K $73.59
2024 Q1 ADDED 593 +493 +493.0% 0.00% $43K $72.83
2023 Q2 REDUCED 100 -7,055 -98.6% 0.00% $7K $69.23
2023 Q1 REDUCED 7,155 -275 -3.7% 0.01% $535K $69.24
2022 Q4 ADDED 7,430 +874 +13.3% 0.01% $554K $68.76
2022 Q3 INITIATED 6,556 0.01% $437K $61.11
% of Fund (quarterly)    XLP price (monthly, adj. close)
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