SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

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

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

Q4 2025
Shares 38,100 Value ($000) $5,910 Avg Close Range
Q3 2025
Shares 37,671 Value ($000) $5,810 Avg Close Range
Q2 2025
Shares 33,041 Value ($000) $4,874 Avg Close Range
Q1 2025
Shares 31,276 Value ($000) $4,099 Avg Close Range
Q4 2024
Shares 27,646 Value ($000) $3,643 Avg Close Range
Q3 2024
Shares 22,654 Value ($000) $3,068 Avg Close Range
Q2 2024
Shares 21,216 Value ($000) $2,586 Avg Close Range
Q1 2024
Shares 17,316 Value ($000) $2,181 Avg Close Range
Q4 2023
Shares 13,105 Value ($000) $1,494 Avg Close Range
Q3 2023
Shares 10,320 Value ($000) $1,046 Avg Close Range
Q2 2023
Shares 8,730 Value ($000) $937 Avg Close Range
Q1 2023
Shares 8,005 Value ($000) $810 Avg Close Range
Q4 2022
Shares 8,405 Value ($000) $856 Avg Close Range