Segment Wealth Management, LLC's ownership history for XLY


Segment Wealth Management, LLC currently holds 23.5K shares with a market value of $5.6M. It started holding XLY on 2024-09-30. At its peak, it held 29.1K shares on 2024-09-30. Its highest holding value was $6.5M on 2024-12-31. At its lowest, it held 23.5K shares on 2025-09-30, with a value of $5.6M on 2025-03-31. In the recent 180 days, Segment Wealth Management, LLC has decreased its shares by 5.0K. In the recent year, Segment Wealth Management, LLC has decreased its shares by 5.6K.


Segment Wealth Management, LLC's ownership history for XLY