Insight Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Insight Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,001	Closed	-$219K	–	293
2025 Q4	$219K	Buy	4,001 +166	+4%	+$8.85K	0.03%	265
2025 Q3	$207K	Buy	+3,835	New	+$203K	0.03%	272
2022 Q2	–	Sell	-5,556	Closed	-$213K	–	334
2022 Q1	$213K	Buy	5,556 +329	+6%	+$12.9K	0.06%	292
2021 Q4	$204K	Hold	5,227	–	–	0.06%	296
2021 Q3	$209K	Buy	+5,227	New	+$196K	0.06%	291

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Insight Advisors's XLF Position: Q1 2026 in Review

Insight Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 4,001 shares — an estimated $219K sold.

Insight Advisors first reported a position in XLF in Q3 2021 and held it in 5 quarters. The position peaked at $219K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Insight Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Insight Advisors sold 4,001 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $219K.
Insight Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and held it in 5 quarters.
Insight Advisors's State Street Financial Select Sector SPDR ETF position peaked at $219K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.