SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 81,121 Value ($000) $6,301 Avg Close — Range —
Q3 2025
Shares 72,573 Value ($000) $5,688 Avg Close — Range —
Q2 2025
Shares 68,359 Value ($000) $5,535 Avg Close — Range —
Q1 2025
Shares 59,978 Value ($000) $4,898 Avg Close — Range —
Q4 2024
Shares 57,875 Value ($000) $4,550 Avg Close — Range —
Q3 2024
Shares 46,030 Value ($000) $3,821 Avg Close — Range —
Q2 2024
Shares 46,176 Value ($000) $3,536 Avg Close — Range —
Q1 2024
Shares 46,786 Value ($000) $3,573 Avg Close — Range —