SELECT SECTOR SPDR TR

CUSIP: 81369y407 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

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

Increased Positions (13)

MAGNOLIA CAPITAL MANAGEMENT LTD
Value ($000) $3 (+0.4%) Shares 22,012 (+101.6%)
FORBES J M & CO LLP
Value ($000) $10,156 (-0.3%) Shares 85,054 (+100.0%)
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
Value ($000) $15,064 (+279.5%) Shares 126,155 (+661.7%)
MONETARY MANAGEMENT GROUP INC
Value ($000) $1,837 (+10.2%) Shares 15,380 (+121.1%)
Councilmark Asset Management, LLC
Value ($000) $645 (-0.3%) Shares 5,400 (+100.0%)
ELCO Management Co., LLC
Value ($000) $376 (-24.4%) Shares 3,150 (+51.8%)
Broadleaf Partners, LLC
Value ($000) $314 (-0.3%) Shares 2,632 (+100.0%)
L & S Advisors Inc
Value ($000) $458 (-0.7%) Shares 3,836 (+99.4%)
SVB WEALTH LLC
Value ($000) $753 (-20.9%) Shares 6,306 (+58.8%)
EVERETT HARRIS & CO /CA/
Value ($000) $400 (-0.3%) Shares 3,352 (+100.0%)
DF DENT & CO INC
Value ($000) $319 (-6.9%) Shares 2,674 (+86.9%)
Ancora Advisors LLC
Value ($000) $120 (-4.2%) Shares 1,004 (+92.3%)
VESTOR CAPITAL, LLC
Value ($000) $0 (-7.5%) Shares 500 (+12.9%)