SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 187,672 Value ($000) $10,279 Avg Close — Range —
Q3 2025
Shares 98,966 Value ($000) $5,331 Avg Close — Range —
Q2 2025
Shares 82,929 Value ($000) $4,343 Avg Close — Range —
Q1 2025
Shares 55,588 Value ($000) $2,769 Avg Close — Range —
Q4 2024
Shares 56,550 Value ($000) $2,733 Avg Close — Range —
Q3 2024
Shares 19,669 Value ($000) $891 Avg Close — Range —
Q2 2024
Shares 22,682 Value ($000) $932 Avg Close — Range —
Q1 2024
Shares 18,386 Value ($000) $774 Avg Close — Range —
Q4 2023
Shares 13,852 Value ($000) $521 Avg Close — Range —
Q3 2023
Shares 14,015 Value ($000) $465 Avg Close — Range —
Q2 2023
Shares 12,658 Value ($000) $427 Avg Close — Range —
Q1 2023
Shares 10,416 Value ($000) $335 Avg Close — Range —
Q4 2022
Shares 9,813 Value ($000) $336 Avg Close — Range —
Q3 2022
Shares 9,628 Value ($000) $292 Avg Close — Range —
Q2 2022
Shares 8,638 Value ($000) $272 Avg Close — Range —
Q1 2022
Shares 9,811 Value ($000) $376 Avg Close — Range —
Q4 2021
Shares 10,309 Value ($000) $413 Avg Close — Range —
Q3 2021
Shares 9,517 Value ($000) $381 Avg Close — Range —
Q2 2021
Shares 9,517 Value ($000) $367 Avg Close — Range —
Q1 2021
Shares 9,923 Value ($000) $369 Avg Close — Range —
Q4 2020
Shares 8,982 Value ($000) $280 Avg Close — Range —
Q3 2020
Shares 10,435 Value ($000) $249 Avg Close — Range —
Q2 2020
Shares 12,393 Value ($000) $311 Avg Close — Range —
Q1 2020
Shares 10,393 Value ($000) $216 Avg Close — Range —
Q4 2019
Shares 10,393 Value ($000) $322 Avg Close — Range —
Q3 2019
Shares 10,185 Value ($000) $285 Avg Close — Range —
Q2 2019
Shares 10,201 Value ($000) $282 Avg Close — Range —
Q1 2019
Shares 9,342 Value ($000) $240 Avg Close — Range —
Q4 2018
Shares 10,499 Value ($000) $250 Avg Close — Range —
Q3 2018
Shares 10,977 Value ($000) $303 Avg Close — Range —
Q2 2018
Shares 9,804 Value ($000) $261 Avg Close — Range —
Q4 2014
Shares 876 Value ($000) $22 Avg Close — Range —
Q3 2014
Shares 876 Value ($000) $20 Avg Close — Range —
Q2 2014
Shares 638 Value ($000) $15 Avg Close — Range —
Q4 2013
Shares 1,497 Value ($000) $33 Avg Close — Range —
Q3 2013
Shares 2,292 Value ($000) $46 Avg Close — Range —