PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for XLY
PHILLIPS FINANCIAL MANAGEMENT, LLC currently holds 1.8K shares with a market value of $193.8K. It started holding XLY on 2024-09-30. At its peak, it held 1.8K shares on 2025-12-31. Its highest holding value was $213.0K on 2025-09-30. At its lowest, it held 390 shares on 2024-09-30, with a value of $77.0K on 2025-03-31. In the recent 180 days, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 889. In the recent year, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 1.4K.
PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for XLY