SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 70,553 Value ($000) $3,154 Avg Close — Range —
Q3 2025
Shares 36,764 Value ($000) $3,284 Avg Close — Range —
Q2 2025
Shares 35,264 Value ($000) $2,991 Avg Close — Range —
Q1 2025
Shares 34,309 Value ($000) $3,206 Avg Close — Range —
Q4 2024
Shares 33,136 Value ($000) $2,838 Avg Close — Range —
Q3 2024
Shares 32,966 Value ($000) $2,894 Avg Close — Range —
Q2 2024
Shares 31,926 Value ($000) $2,910 Avg Close — Range —
Q1 2024
Shares 27,996 Value ($000) $2,643 Avg Close — Range —
Q4 2023
Shares 24,605 Value ($000) $2,063 Avg Close — Range —
Q3 2023
Shares 21,350 Value ($000) $1,930 Avg Close — Range —
Q2 2023
Shares 20,320 Value ($000) $1,649 Avg Close — Range —
Q1 2023
Shares 19,040 Value ($000) $1,577 Avg Close — Range —
Q4 2022
Shares 22,280 Value ($000) $2,004 Avg Close — Range —