SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 211,416 Value ($000) $9,452 Avg Close — Range —
Q3 2025
Shares 92,358 Value ($000) $8,251 Avg Close — Range —
Q2 2025
Shares 62,136 Value ($000) $5,270 Avg Close — Range —
Q1 2025
Shares 23,631 Value ($000) $2,208 Avg Close — Range —
Q4 2024
Shares 24,371 Value ($000) $2,088 Avg Close — Range —
Q3 2024
Shares 11,772 Value ($000) $1,034 Avg Close — Range —
Q2 2024
Shares 8,575 Value ($000) $782 Avg Close — Range —
Q1 2024
Shares 8,404 Value ($000) $793 Avg Close — Range —
Q4 2023
Shares 6,526 Value ($000) $547 Avg Close — Range —
Q3 2023
Shares 6,059 Value ($000) $548 Avg Close — Range —
Q2 2023
Shares 5,978 Value ($000) $485 Avg Close — Range —
Q1 2023
Shares 3,270 Value ($000) $271 Avg Close — Range —
Q4 2022
Shares 2,852 Value ($000) $249 Avg Close — Range —
Q3 2013
Shares 168 Value ($000) $14 Avg Close — Range —