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MMA ASSET MANAGEMENT LLC: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MMA ASSET MANAGEMENT LLC on XLY, newest first. How the timeline and the estimate are built.

MMA ASSET MANAGEMENT LLC held 5,132 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,132 shares
    Change vs previous 13F -586 shares

    0.19% of the 13F portfolio, value $601,881.

    13F-HR 0001193125-26-332485 filed by MMA ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,718 shares
    Change vs previous 13F -194 shares

    0.22% of the 13F portfolio, value $623,148.

    13F-HR 0001193125-26-147137 filed by MMA ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,912 shares
    Change vs previous 13F +2,960 shares

    0.25% of the 13F portfolio, value $705,952.

    13F-HR 0001193125-26-033937 filed by MMA ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,952 shares
    Change vs previous 13F +200 shares

    0.24% of the 13F portfolio, value $707,417.

    13F-HR 0001193125-25-266364 filed by MMA ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,752 shares
    Change vs previous 13F -149 shares

    0.23% of the 13F portfolio, value $598,092.

    13F-HR 0000950123-25-006996 filed by MMA ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,901 shares
    Change vs previous 13F +454 shares

    0.24% of the 13F portfolio, value $572,831.

    13F-HR 0000950123-25-004263 filed by MMA ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,447 shares
    Change vs previous 13F -3,007 shares

    0.24% of the 13F portfolio, value $548,984.

    13F-HR 0000950123-25-000960 filed by MMA ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,454 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $998,636.

    13F-HR 0000950123-25-000958 filed by MMA ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).