Nelson Capital Management, LLC's ownership history for XLY

Nelson Capital Management, LLC currently holds 14.0K shares with a market value of $3.4M. It started holding XLY on 2024-09-30. At its peak, it held 14.0K shares on 2025-09-30. Its highest holding value was $3.4M on 2025-09-30. At its lowest, it held 11.7K shares on 2024-09-30, with a value of $2.3M on 2024-09-30. In the recent 180 days, Nelson Capital Management, LLC has increased its shares by 858. In the recent year, Nelson Capital Management, LLC has increased its shares by 2.3K.