Venturi Wealth Management, LLC's ownership history for XLY

Venturi Wealth Management, LLC currently holds 33.5K shares with a market value of $4.0M. It started holding XLY on 2024-09-30. At its peak, it held 33.5K shares on 2025-12-31. Its highest holding value was $5.8M on 2025-06-30. At its lowest, it held 22.0K shares on 2024-09-30, with a value of $4.0M on 2025-12-31. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 6.8K. In the recent year, Venturi Wealth Management, LLC has increased its shares by 11.5K.