Insight Wealth Strategies »

Financial Select Sector SPDR shares owned by Insight Wealth Strategies

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Insight Wealth Strategies from 13F filings

Historical chart of Insight Wealth Strategies investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Insight Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Select Sector SPDR by Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $10M 210k 48.33
2024-09-30 $9.7M 213k 45.32
2024-06-30 $8.6M 210k 41.11

More positions owned by Insight Wealth Strategies

Ishares Tr Msci Usa Min Vol (USMV)
Chevron Corporation (CVX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Pfd And Incm Sec (PFF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Insight Wealth Strategies

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Goldman Sachs Group
UBS Group
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Balyasny Asset Management
Royal Bank of Canada
Millennium Management
Citadel Advisors
Parallax Volatility Advisers

View all funds holding Financial Select Sector SPDR