SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Massachusetts Wealth Management's Holding History (CIK: 0001966011)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 23,298 Value ($000) $3,607 Avg Close Range
Q3 2025
Shares 21,084 Value ($000) $2,934 Avg Close Range
Q2 2025
Shares 19,844 Value ($000) $2,675 Avg Close Range
Q1 2025
Shares 19,286 Value ($000) $2,816 Avg Close Range
Q4 2024
Shares 17,781 Value ($000) $2,446 Avg Close Range
Q3 2024
Shares 16,423 Value ($000) $2,529 Avg Close Range
Q2 2024
Shares 15,036 Value ($000) $2,191 Avg Close Range
Q1 2024
Shares 9,201 Value ($000) $1,359 Avg Close Range
Q4 2023
Shares 5,743 Value ($000) $783 Avg Close Range
Q3 2023
Shares 1,938 Value ($000) $249 Avg Close Range