Select Sector Spdr Trust

Forvis Mazars Wealth Advisors, LLC XLY

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/10/2026

Shares

23,541

Value ($000)

2,811

Weight

0.1%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/10/2026	2,811	0.1%	23,541	12/31/2025
2025 Q3	10/30/2025	3,162	0.1%	13,196	9/30/2025
2025 Q2	7/29/2025	2,865	0.1%	13,183	6/30/2025
2025 Q1	5/13/2025	2,648	0.1%	13,408	3/31/2025
2024 Q4	2/4/2025	2,987	0.1%	13,313	12/31/2024
2024 Q3	11/14/2024	2,763	0.1%	13,789	9/30/2024
2024 Q2	8/9/2024	2,508	0.1%	13,750	6/30/2024
2024 Q1	4/19/2024	2,669	0.1%	14,513	3/31/2024
2023 Q4	1/11/2024	2,622	0.1%	14,665	12/31/2023
2023 Q3	10/26/2023	2,515	0.1%	15,624	9/30/2023
2023 Q2	8/8/2023	2,654	0.1%	15,631	6/30/2023
2023 Q1	4/27/2023	2,348	0.1%	15,704	3/31/2023
2022 Q4	2/3/2023	2,138	0.1%	16,556	12/31/2022
2022 Q3	10/14/2022	2,438	0.1%	17,114	9/30/2022
2022 Q2	7/22/2022	2,413	0.1%	17,553	6/30/2022
2022 Q1	5/10/2022	3,229	0.1%	17,454	3/31/2022
2021 Q4	1/14/2022	3,574	0.2%	17,480	12/31/2021
2021 Q3	10/14/2021	3,085	0.1%	17,189	9/30/2021
2021 Q2	7/14/2021	3,099	0.1%	17,359	6/30/2021
2021 Q1	4/23/2021	2,874	0.1%	17,098	3/31/2021
2020 Q4	1/22/2021	2,940	0.1%	18,288	12/31/2020
2020 Q3	11/5/2020	2,748	0.2%	18,695	9/30/2020
2020 Q2	7/15/2020	2,935	0.2%	22,985	6/30/2020
2020 Q1	4/10/2020	2,434	0.2%	24,821	3/31/2020
2019 Q4	1/13/2020	3,162	0.2%	25,209	12/31/2019