Smallwood Wealth Investment Management, LLC's ownership history for XLY

Smallwood Wealth Investment Management, LLC currently holds 160 shares with a market value of $17.4K. It started holding XLY on 2025-06-30. At its peak, it held 160 shares on 2025-12-31. Its highest holding value was $19.2K on 2025-09-30. At its lowest, it held 80 shares on 2025-06-30, with a value of $17.4K on 2025-06-30. In the recent 180 days, Smallwood Wealth Investment Management, LLC has increased its shares by 80.