SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 117,323 Value ($000) $4,734 Avg Close — Range —
Q3 2025
Shares 78,777 Value ($000) $3,319 Avg Close — Range —
Q2 2025
Shares 19,865 Value ($000) $823 Avg Close — Range —
Q1 2025
Shares 85,837 Value ($000) $3,592 Avg Close — Range —
Q1 2024
Shares 1,733 Value ($000) $69 Avg Close — Range —