SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

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

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

Q4 2025
Shares 55,969 Value ($000) $8,682 Avg Close — Range —
Q3 2025
Shares 51,952 Value ($000) $8,013 Avg Close — Range —
Q2 2025
Shares 47,594 Value ($000) $7,021 Avg Close — Range —
Q1 2025
Shares 44,112 Value ($000) $5,782 Avg Close — Range —
Q4 2024
Shares 45,515 Value ($000) $5,997 Avg Close — Range —
Q3 2024
Shares 43,613 Value ($000) $5,907 Avg Close — Range —
Q2 2024
Shares 42,639 Value ($000) $5,196 Avg Close — Range —
Q1 2024
Shares 41,079 Value ($000) $5,174 Avg Close — Range —
Q4 2023
Shares 2,416 Value ($000) $275 Avg Close — Range —
Q3 2023
Shares 2,275 Value ($000) $231 Avg Close — Range —
Q2 2023
Shares 2,001 Value ($000) $215 Avg Close — Range —
Q3 2013
Shares 341 Value ($000) $16 Avg Close — Range —