Insight Wealth Strategies, LLC Financial Sector Spdr Transaction History

Insight Wealth Strategies, LLC

  • $740 Million
  • Q2 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 9,370 shares of XLF stock, worth $491,737. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,370
Previous 187,183 94.99%
Holding current value
$491,737
Previous $9.21 Million 94.68%
% of portfolio
0.07%
Previous 1.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$43.92 - $52.37 $7.81 Million - $9.31 Million
-177,813 Reduced 94.99%
9,370 $490,000
Q1 2025

Apr 03, 2025
SELL
$47.32 - $52.19 $1.09 Million - $1.2 Million
-22,987 Reduced 10.94%
187,183 $9.21 Million
Q4 2024

Jan 06, 2025
SELL
$44.89 - $51.34 $141,987 - $162,388
-3,163 Reduced 1.48%
210,170 $10.2 Million
Q3 2024

Oct 07, 2024
BUY
$40.84 - $45.74 $132,934 - $148,883
3,255 Added 1.55%
213,333 $9.67 Million
Q2 2024

Jul 08, 2024
BUY
$39.59 - $42.49 $8.32 Million - $8.93 Million
210,078 New
210,078 $8.64 Million

Others Institutions Holding XLF

# of Institutions
2,114
Shares Held
1.02B
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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