SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 28,732 Value ($000) $2,232 Avg Close Range
Q3 2025
Shares 28,417 Value ($000) $2,227 Avg Close Range
Q2 2025
Shares 27,197 Value ($000) $2,202 Avg Close Range
Q1 2025
Shares 26,517 Value ($000) $2,166 Avg Close Range
Q4 2024
Shares 25,392 Value ($000) $1,996 Avg Close Range
Q3 2024
Shares 23,965 Value ($000) $1,989 Avg Close Range
Q2 2024
Shares 22,440 Value ($000) $1,718 Avg Close Range
Q1 2024
Shares 21,040 Value ($000) $1,607 Avg Close Range
Q4 2023
Shares 19,315 Value ($000) $1,391 Avg Close Range
Q3 2023
Shares 17,390 Value ($000) $1,197 Avg Close Range
Q2 2023
Shares 16,240 Value ($000) $1,205 Avg Close Range
Q1 2023
Shares 15,055 Value ($000) $1,125 Avg Close Range
Q4 2022
Shares 16,355 Value ($000) $1,206 Avg Close Range