Waverly Advisors, LLC's ownership history for XLU

Waverly Advisors, LLC currently holds 245.9K shares with a market value of $10.5M. It started holding XLU on 2024-12-31. At its peak, it held 245.9K shares on 2025-12-31. Its highest holding value was $10.5M on 2025-12-31. At its lowest, it held 34.9K shares on 2025-03-31, with a value of $2.7M on 2025-03-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 210.2K. In the recent year, Waverly Advisors, LLC has increased its shares by 208.1K.