SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 104,101 Value ($000) $5,702 Avg Close — Range —
Q3 2025
Shares 102,431 Value ($000) $5,518 Avg Close — Range —
Q2 2025
Shares 92,236 Value ($000) $4,830 Avg Close — Range —
Q1 2025
Shares 90,361 Value ($000) $4,501 Avg Close — Range —
Q4 2024
Shares 79,931 Value ($000) $3,863 Avg Close — Range —
Q3 2024
Shares 66,381 Value ($000) $3,008 Avg Close — Range —
Q2 2024
Shares 64,236 Value ($000) $2,641 Avg Close — Range —
Q1 2024
Shares 55,216 Value ($000) $2,326 Avg Close — Range —
Q4 2023
Shares 50,535 Value ($000) $1,900 Avg Close — Range —
Q3 2023
Shares 44,160 Value ($000) $1,465 Avg Close — Range —
Q2 2023
Shares 41,035 Value ($000) $1,383 Avg Close — Range —
Q1 2023
Shares 37,845 Value ($000) $1,217 Avg Close — Range —
Q4 2022
Shares 39,645 Value ($000) $1,449 Avg Close — Range —