Waverly Advisors, LLC's ownership history for XLY

Waverly Advisors, LLC currently holds 25.6K shares with a market value of $6.1M. It started holding XLY on 2024-12-31. At its peak, it held 25.6K shares on 2025-09-30. Its highest holding value was $6.1M on 2025-09-30. At its lowest, it held 20.2K shares on 2024-12-31, with a value of $4.0M on 2025-03-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 5.2K.