Cassaday & Co Wealth Management LLC's ownership history for XLY

Cassaday & Co Wealth Management LLC currently holds 6.7K shares with a market value of $726.0K. It started holding XLY on 2024-09-30. At its peak, it held 6.7K shares on 2025-12-31. Its highest holding value was $919.3K on 2025-09-30. At its lowest, it held 3.8K shares on 2024-09-30, with a value of $726.0K on 2026-03-31. In the recent 180 days, Cassaday & Co Wealth Management LLC has increased its shares by 2.8K. In the recent year, Cassaday & Co Wealth Management LLC has increased its shares by 2.8K.