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

Insight Wealth Strategies’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
Q2 		– Sell
-4,263
Closed -$210K – 203
2026
Q1 		$210K Buy
4,263
+20
+0.5% +$1.04K 0.02% 174
2025
Q4 		$232K Sell
4,243
-2,819
-40% -$150K 0.03% 165
2025
Q3 		$380K Sell
7,062
-2,308
-25% -$122K 0.04% 134
2025
Q2 		$493K Sell
9,370
-177,813
-95% -$8.8M 0.06% 121
2025
Q1 		$9.32M Sell
187,183
-22,987
-11% -$1.15M 1.26% 23
2024
Q4 		$10.2M Sell
210,170
-3,163
-1% -$153K 1.36% 20
2024
Q3 		$9.67M Buy
213,333
+3,255
+2% +$142K 1.27% 21
2024
Q2 		$8.64M Buy
+210,078
New +$8.65M 1.23% 21

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Insight Wealth Strategies's XLF Position: Q2 2026 in Review

Insight Wealth Strategies sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 4,263 shares — an estimated $210K sold.

Insight Wealth Strategies first reported a position in XLF in Q2 2024 and held it in 8 quarters. The position peaked at $10.2M in Q4 2024. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Insight Wealth Strategies reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 4,263 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $210K.
  • Insight Wealth Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and held it in 8 quarters.
  • Insight Wealth Strategies's State Street Financial Select Sector SPDR ETF position peaked at $10.2M in Q4 2024.
  • 1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.