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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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $380k 7.1k 53.87
2025-06-30 $493k 9.4k 52.66
2025-03-31 $9.3M 187k 49.81
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

Chevron Corporation (CVX)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 10+ Yr Invst Grd (IGLB)
T Rowe Price Etf Floating Rate (TFLR)
Ishares Tr High Yld Systm B (HYDB)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Lam Research Corp Com New (LRCX)

View all positions for Insight Wealth Strategies

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Morgan Stanley
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Balyasny Asset Management
LPL Financial
Parallax Volatility Advisers
Envestnet Asset Management
Royal Bank of Canada
Citadel Advisors
Barclays

View all funds holding Financial Select Sector SPDR