Forvis Mazars Wealth Advisors, LLC's ownership history for XLY

Forvis Mazars Wealth Advisors, LLC currently holds 22.4K shares with a market value of $2.4M. It started holding XLY on 2024-09-30. At its peak, it held 23.5K shares on 2025-12-31. Its highest holding value was $3.2M on 2025-09-30. At its lowest, it held 13.2K shares on 2025-06-30, with a value of $2.4M on 2026-03-31. In the recent 180 days, Forvis Mazars Wealth Advisors, LLC has increased its shares by 9.2K. In the recent year, Forvis Mazars Wealth Advisors, LLC has increased its shares by 9.0K.