SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 53,539 Value ($000) $6,393 Avg Close — Range —
Q3 2025
Shares 25,606 Value ($000) $6,136 Avg Close — Range —
Q2 2025
Shares 24,719 Value ($000) $5,372 Avg Close — Range —
Q1 2025
Shares 20,423 Value ($000) $4,033 Avg Close — Range —
Q4 2024
Shares 20,198 Value ($000) $4,531 Avg Close — Range —
Q3 2024
Shares 16,394 Value ($000) $3,285 Avg Close — Range —
Q2 2024
Shares 18,059 Value ($000) $3,294 Avg Close — Range —
Q1 2024
Shares 17,881 Value ($000) $3,288 Avg Close — Range —
Q4 2023
Shares 1,189 Value ($000) $213 Avg Close — Range —