Trek Financial, LLC's ownership history for XLY

Trek Financial, LLC currently holds 167.9K shares with a market value of $20.1M. It started holding XLY on 2024-12-31. At its peak, it held 167.9K shares on 2025-12-31. Its highest holding value was $35.1M on 2025-09-30. At its lowest, it held 127.6K shares on 2025-03-31, with a value of $20.1M on 2025-12-31. In the recent 180 days, Trek Financial, LLC has increased its shares by 25.1K. In the recent year, Trek Financial, LLC has increased its shares by 24.9K.