* SELECT SECTOR SPDR TR
Reported by Measured Wealth Private Client Group LLC
Reported 52,855 shares, down 114 (0.2%) from the prior quarter.
Reported value -4.9%; share count -0.2% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-09-30 | 1372000 |
| 2021-12-31 | 1489000 |
| 2022-03-31 | 1328000 |
| 2022-06-30 | 3460000 |
| 2022-09-30 | 6915000 |
| 2022-12-31 | 7195832 |
| 2023-03-31 | 6842570 |
| 2023-06-30 | 9821253 |
| 2023-09-30 | 9833758 |
| 2023-12-31 | 10391263 |
| 2024-03-31 | 11570931 |
| 2024-06-30 | 11965253 |
| 2024-09-30 | 13714796 |
| 2024-12-31 | 13285194 |
| 2025-03-31 | 16649849 |
| 2025-06-30 | 15815350 |
| 2025-09-30 | 16992419 |
| 2025-12-31 | 19741140 |
| 2026-03-31 | 17958291 |
| 2026-06-30 | 10805528 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Reduced | 68,105 | -54,385 (-44.4%) | 2.61% | $10,805,528 | 2026-08-10 | |
| Q1 2026 | Reduced | 122,490 | -5,037 (-3.9%) | 4.91% | $17,958,291 | 2026-05-13 | |
| Q4 2025 | Added | 127,527 | +5,429 (4.4%) | 5.22% | $19,741,140 | 2026-02-10 | |
| Q3 2025 | Added | 122,098 | +4,765 (4.1%) | 4.58% | $16,992,419 | 2025-11-14 | |
| Q2 2025 | Added | 117,333 | +3,301 (2.9%) | 4.73% | $15,815,350 | 2025-08-13 | |
| Q1 2025 | Added | 114,032 | +17,462 (18.1%) | 5.34% | $16,649,849 | 2025-05-12 | |
| Q4 2024 | Added | 96,570 | +7,524 (8.4%) | 4.29% | $13,285,194 | 2025-01-27 | |
| Q3 2024 | Added | 89,046 | +6,952 (8.5%) | 4.59% | $13,714,796 | 2024-10-28 | |
| Q2 2024 | Added | 82,094 | +3,769 (4.8%) | 4.2% | $11,965,253 | 2024-08-12 | |
| Q1 2024 | Added | 78,325 | +2,132 (2.8%) | 4.04% | $11,570,931 | 2024-04-18 | |
| Q4 2023 | Reduced | 76,193 | -192 (-0.3%) | 3.83% | $10,391,263 | 2024-02-06 | |
| Q3 2023 | Added | 76,385 | +2,391 (3.2%) | 3.95% | $9,833,758 | 2023-10-18 | |
| Q2 2023 | Added | 73,994 | +21,139 (40.0%) | 3.73% | $9,821,253 | 2023-07-20 | |
| Q1 2023 | Reduced | 52,855 | -114 (-0.2%) | 2.64% | $6,842,570 | 2023-05-01 | |
| Q4 2022 | Reduced | 52,969 | -4,128 (-7.2%) | 2.96% | $7,195,832 | 2023-01-23 | |
| Q3 2022 | Added | 57,097 | +30,114 (111.6%) | 3.06% | $6,915,000 | 2022-10-27 | |
| Q2 2022 | Added | 26,983 | +17,288 (178.3%) | 1.53% | $3,460,000 | 2022-07-25 | |
| Q1 2022 | Reduced | 9,695 | -875 (-8.3%) | 0.49% | $1,328,000 | 2022-05-03 | |
| Q4 2021 | Reduced | 10,570 | -208 (-1.9%) | 0.53% | $1,489,000 | 2022-01-28 | |
| Q3 2021 | Reduced | 10,778 | -312 (-2.8%) | 0.53% | $1,372,000 | 2021-11-01 | |
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Who else reported the position
1687 managers reported * SELECT SECTOR SPDR TR for Q1 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Added | 44,885,287 | +4,069,655 | 0.6% | $5,810,849,241 | 40 qtrs |
| JPMorgan Chase & Co | Reduced | 16,516,106 | -1,443,660 | 0.26% | $2,138,174,352 | 40 qtrs |
| MORGAN STANLEY | Reduced | 12,658,911 | -3,977,586 | 0.18% | $1,638,822,938 | 40 qtrs |
| WELLS FARGO & COMPANY MN | Reduced | 7,851,398 | -264,845 | 0.29% | $1,016,442,114 | 40 qtrs |
| LPL Financial LLC | Reduced | 6,525,417 | -654,554 | 0.66% | $844,780,471 | 40 qtrs |
| NISSAY ASSET MANAGEMENT CORP JAPAN ADV | Added | 5,740,591 | +2,648,649 | 6.64% | $743,176,910 | 9 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 5,650,347 | -302,661 | 0.35% | $731,493,879 | 40 qtrs |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | Added | 5,617,000 | +4,214,000 | 2.07% | $727,176,810 | 8 qtrs |
| RAYMOND JAMES & ASSOCIATES | Reduced | 4,698,542 | -203,102 | 0.53% | $608,273,206 | 40 qtrs |
| The Goldman Sachs Group Inc | Reduced | 4,337,219 | -52,906 | 0.13% | $561,496,372 | 40 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2023
- Filed
- May 01, 2023
- Filing type
- 13F-HR
- Position type
- SBI HEALTHCARE
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 52,855
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.