PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for XLY

PHILLIPS FINANCIAL MANAGEMENT, LLC currently holds 889 shares with a market value of $213.0K. It started holding XLY on 2024-09-30. At its peak, it held 889 shares on 2025-09-30. 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 499. In the recent year, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 499.