Summit Trail Advisors, LLC's ownership history for XLY

Summit Trail Advisors, LLC currently holds 8.1K shares with a market value of $1.9M. It started holding XLY on 2024-09-30. At its peak, it held 11.9K shares on 2024-12-31. Its highest holding value was $2.7M on 2024-12-31. At its lowest, it held 8.1K shares on 2025-06-30, with a value of $1.8M on 2025-06-30. In the recent 180 days, Summit Trail Advisors, LLC has decreased its shares by 1.4K. In the recent year, Summit Trail Advisors, LLC has decreased its shares by 3.8K.