SELECT SECTOR SPDR TR

CUSIP: 81369y803 Class: COM

FORBES J M & CO LLP's Holding History (CIK: 0001067532)

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

Q4 2025
Shares 174,798 Value ($000) $25,166 Avg Close — Range —
Q3 2025
Shares 87,399 Value ($000) $24,634 Avg Close — Range —
Q2 2025
Shares 87,399 Value ($000) $22,132 Avg Close — Range —
Q1 2025
Shares 87,399 Value ($000) $18,046 Avg Close — Range —
Q4 2024
Shares 88,753 Value ($000) $20,637 Avg Close — Range —
Q3 2024
Shares 88,753 Value ($000) $20,037 Avg Close — Range —
Q2 2024
Shares 88,753 Value ($000) $20,079 Avg Close — Range —
Q1 2024
Shares 89,297 Value ($000) $18,598 Avg Close — Range —
Q4 2023
Shares 89,297 Value ($000) $17,188 Avg Close — Range —
Q3 2023
Shares 90,308 Value ($000) $14,804 Avg Close — Range —
Q2 2023
Shares 80,878 Value ($000) $14 Avg Close — Range —