SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 61,570 Value ($000) $9,531 Avg Close Range
Q3 2025
Shares 54,429 Value ($000) $7,575 Avg Close Range
Q2 2025
Shares 57,131 Value ($000) $7,701 Avg Close Range
Q1 2025
Shares 56,401 Value ($000) $8,235 Avg Close Range
Q4 2024
Shares 50,764 Value ($000) $6,984 Avg Close Range
Q3 2024
Shares 34,437 Value ($000) $5,304 Avg Close Range
Q2 2024
Shares 35,175 Value ($000) $5,127 Avg Close Range
Q1 2024
Shares 32,763 Value ($000) $4,840 Avg Close Range
Q4 2023
Shares 2,986 Value ($000) $407 Avg Close Range
Q3 2023
Shares 3,185 Value ($000) $410 Avg Close Range
Q2 2023
Shares 3,272 Value ($000) $434 Avg Close Range
Q1 2023
Shares 2,656 Value ($000) $344 Avg Close Range
Q4 2022
Shares 2,441 Value ($000) $332 Avg Close Range
Q3 2022
Shares 2,321 Value ($000) $281 Avg Close Range
Q2 2022
Shares 2,299 Value ($000) $295 Avg Close Range
Q1 2022
Shares 2,299 Value ($000) $315 Avg Close Range
Q4 2021
Shares 2,299 Value ($000) $299 Avg Close Range
Q3 2021
Shares 2,297 Value ($000) $306 Avg Close Range
Q2 2021
Shares 2,392 Value ($000) $320 Avg Close Range
Q1 2021
Shares 2,297 Value ($000) $286 Avg Close Range
Q4 2020
Shares 2,396 Value ($000) $279 Avg Close Range
Q2 2020
Shares 1,936 Value ($000) $207 Avg Close Range
Q1 2014
Shares 537 Value ($000) $31 Avg Close Range
Q4 2013
Shares 1,136 Value ($000) $63 Avg Close Range
Q3 2013
Shares 1,136 Value ($000) $57 Avg Close Range