Form 13-F position report

SELECT SECTOR SPDR TR

Reported by Massachusetts Wealth Management

ETF profile Manager portfolio Source filing
XLF CUSIP 81369Y605 Manager CIK 0001966011
Latest reported change

Reported 104,101 shares, up 1,670 (1.6%) from the prior quarter.

Reported value 3.3%; share count 1.6% vs. the prior quarter.

Added
% of reported 13F value 2.65% This manager · Q4 2025
Shares 104,101 Quarter-end amount reported
Reported value $5,701,612 Fair value at quarter end
Consecutive quarters held 13 Through Q4 2025

Reported position value by 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.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 106,625 +463 (0.4%) 2.29% $5,693,775 2026-10-21
Q2 2026 Added 106,162 +1,788 (1.7%) 2.17% $5,691,345 2026-08-03
Q1 2026 Added 104,374 +273 (0.3%) 2.23% $5,152,944 2026-04-15
Q4 2025 Added 104,101 +1,670 (1.6%) 2.65% $5,701,612 2026-01-26
Q3 2025 Added 102,431 +10,195 (11.1%) 2.74% $5,517,958 2025-10-21
Q2 2025 Added 92,236 +1,875 (2.1%) 2.72% $4,830,399 2025-07-23
Q1 2025 Added 90,361 +10,430 (13.0%) 3.09% $4,500,881 2025-04-17
Q4 2024 Added 79,931 +13,550 (20.4%) 2.38% $3,863,065 2025-01-27
Q3 2024 Added 66,381 +2,145 (3.3%) 1.9% $3,008,387 2024-10-23
Q2 2024 Added 64,236 +9,020 (16.3%) 1.77% $2,640,742 2024-08-01
Q1 2024 Added 55,216 +4,681 (9.3%) 1.64% $2,325,698 2024-04-19
Q4 2023 Added 50,535 +6,375 (14.4%) 1.53% $1,900,116 2024-01-25
Q3 2023 Added 44,160 +3,125 (7.6%) 1.34% $1,464,787 2023-10-25
Q2 2023 Added 41,035 +3,190 (8.4%) 1.32% $1,383,290 2023-08-03
Q1 2023 Reduced 37,845 -1,800 (-4.5%) 1.25% $1,216,717 2023-04-27
Q4 2022 New 39,645 +39,645 (0.0%) 1.4% $1,449,421 2023-02-17
Institutional context

Who else reported the position

2080 managers reported SELECT SECTOR SPDR TR for Q4 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
JPMorgan Chase & Co Reduced 96,377,795 -36,706,752 0.33% $5,278,611,972 51 qtrs
Bank of America Corporation Reduced 80,614,166 -4,127,609 0.32% $4,415,237,849 51 qtrs
MORGAN STANLEY Reduced 40,923,262 -6,491,814 0.13% $2,241,367,162 51 qtrs
WELLS FARGO & COMPANY MN Added 39,063,206 +1,057,359 0.39% $2,139,491,786 51 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 25,401,227 +3,361,645 0.41% $1,391,225,200 51 qtrs
LPL Financial LLC Reduced 21,725,623 -2,432,931 0.32% $1,189,912,271 51 qtrs
The Goldman Sachs Group Inc Reduced 19,640,707 -1,421,379 0.13% $1,075,721,494 51 qtrs
RAYMOND JAMES FINANCIAL INC Added 16,288,590 +2,753,084 0.28% $892,126,044 5 qtrs
UBS Group AG Reduced 14,429,649 -739,925 0.13% $790,311,877 45 qtrs
Focus Partners Wealth Added 12,376,864 +1,388,978 0.77% $677,880,964 9 qtrs
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Filing details and methodology As reported
Report period
December 31, 2025
Filed
January 26, 2026
Filing type
13F-HR
Position type
STATE STREET FIN

Voting authority reported

Sole
0
Shared
0
None
104,101

“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.