Circle Wealth Management, LLC's ownership history for XLY

Circle Wealth Management, LLC currently holds 3.4K shares with a market value of $805.4K. It started holding XLY on 2024-12-31. At its peak, it held 3.4K shares on 2025-09-30. Its highest holding value was $805.4K on 2025-09-30. At its lowest, it held 1.6K shares on 2024-12-31, with a value of $317.3K on 2025-03-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 1.8K.