Ownership history in IMZ Advisory Inc · 8 quarters on record
This page tracks every 13F SEC filing in which IMZ Advisory Inc reported a position in SELECT SECTOR SPDR TR (XLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 124,371 | -4,318 | -3.4% | 3.54% | $9.7M | $77.68 |
| 2025 Q3 | REDUCED | 128,689 | -3,513 | -2.7% | 3.75% | $10.1M | $77.75 |
| 2025 Q2 | ADDED | 132,202 | +31,751 | +31.6% | 4.28% | $10.7M | $79.78 |
| 2025 Q1 | REDUCED | 100,451 | -5,136 | -4.9% | 3.72% | $8.2M | $79.92 |
| 2024 Q4 | ADDED | 105,587 | +4,840 | +4.8% | 3.79% | $8.3M | $76.52 |
| 2024 Q3 | REDUCED | 100,747 | -9,237 | -8.4% | 3.80% | $8.2M | $80.18 |
| 2024 Q2 | REDUCED | 109,984 | -7,711 | -6.6% | 4.20% | $8.4M | $73.59 |
| 2024 Q1 | INITIATED | 117,695 | — | — | 4.63% | $9.0M | — |
As of 2025 Q4 — sorted by position size