Venturi Wealth Management, LLC's ownership history for XLY

Venturi 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 26.7K shares on 2025-06-30. Its highest holding value was $5.8M on 2025-06-30. At its lowest, it held 22.0K shares on 2024-09-30, with a value of $4.4M on 2024-09-30. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 587.