SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 171,528 Value ($000) $24,695 Avg Close — Range —
Q3 2025
Shares 83,764 Value ($000) $23,610 Avg Close — Range —
Q2 2025
Shares 63,078 Value ($000) $15,973 Avg Close — Range —
Q1 2025
Shares 54,783 Value ($000) $11,312 Avg Close — Range —
Q4 2024
Shares 52,750 Value ($000) $12,265 Avg Close — Range —
Q3 2024
Shares 32,881 Value ($000) $7,423 Avg Close — Range —
Q2 2024
Shares 33,490 Value ($000) $7,576 Avg Close — Range —
Q1 2024
Shares 32,857 Value ($000) $6,843 Avg Close — Range —
Q4 2023
Shares 28,507 Value ($000) $5,487 Avg Close — Range —
Q3 2023
Shares 21,916 Value ($000) $3,593 Avg Close — Range —
Q2 2023
Shares 2,984 Value ($000) $519 Avg Close — Range —
Q1 2023
Shares 1,681 Value ($000) $254 Avg Close — Range —
Q1 2022
Shares 1,301 Value ($000) $207 Avg Close — Range —
Q4 2021
Shares 1,301 Value ($000) $202 Avg Close — Range —
Q3 2021
Shares 1,416 Value ($000) $234 Avg Close — Range —
Q2 2021
Shares 1,416 Value ($000) $219 Avg Close — Range —
Q3 2018
Shares 18,630 Value ($000) $1,403 Avg Close — Range —
Q2 2018
Shares 18,630 Value ($000) $1,294 Avg Close — Range —
Q1 2018
Shares 18,645 Value ($000) $1,220 Avg Close — Range —
Q4 2017
Shares 18,509 Value ($000) $1,184 Avg Close — Range —
Q3 2017
Shares 18,776 Value ($000) $1,110 Avg Close — Range —
Q2 2017
Shares 18,294 Value ($000) $1,001 Avg Close — Range —
Q1 2017
Shares 16,544 Value ($000) $882 Avg Close — Range —