Insight Wealth Strategies, LLC XLC — SELECT SECTOR SPDR TR

Ownership history in Insight Wealth Strategies, LLC  ·  6 quarters on record

AI Ownership Summary

Insight Wealth Strategies, LLC reported SELECT SECTOR SPDR TR (XLC) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.89% in 2023 Q4. The latest visible filing shows XLC at 1.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Wealth Strategies, LLC's position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLC was reported at 1.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.89% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLC stock page Insight Wealth Strategies, LLC fund profile Insight Wealth Strategies, LLC full holdings
How Insight Wealth Strategies, LLC held XLC — position size vs. price
% of Fund (quarterly)    XLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 108,862 +2,368 +2.2% 1.47% $12.8M 2026-01-02 $116.53
2025 Q3 REDUCED — — — 106,494 -84 -0.1% 1.49% $12.6M 2025-10-06 $115.76
2025 Q2 ADDED — — — 106,578 +26,952 +33.8% 1.45% $11.5M 2025-07-07 $105.95
2024 Q2 REDUCED — — — 79,626 -1,955 -2.4% 0.97% $6.8M 2024-07-08 $85.17
2024 Q1 REDUCED 49.4% +4.7% ❌ 81,581 -79,736 -49.4% 0.98% $6.7M 2024-04-05 $80.60
2023 Q4 INITIATED — — — 161,317 — — 1.89% $11.7M 2024-01-12 $71.90

🏢 Other funds also holding XLC

As of 2026 Q1 — sorted by position size

IMZ Advisory Inc 8.84% WestEnd Advisors, LLC 3Y 7Y 7.6% Vertex Investment Solutions Co., Ltd. 5.79% Ayalon Insurance Comp Ltd. 3Y 7Y 5.66% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 5.06% DONALDSON CAPITAL MANAGEMENT, LLC 3Y 7Y 4.1% Moss Adams Wealth Advisors LLC 3.93% MEITAV INVESTMENT HOUSE LTD 3Y 7Y 3.85% CDM FINANCIAL COUNSELING SERVICES, INC. 3.82% Cooksen Wealth, LLC 3.38%

FAQ About Insight Wealth Strategies, LLC and XLC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Insight Wealth Strategies, LLC reported owning XLC?

Insight Wealth Strategies, LLC reported XLC across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XLC position in Insight Wealth Strategies, LLC's portfolio?

The largest reported portfolio weight for XLC was 1.89% in 2023 Q4.

What is the latest reported XLC position on this page?

The most recent filing on this page is 2025 Q4, when Insight Wealth Strategies, LLC reported 108,862 shares, equal to 1.47% of portfolio, with an estimated market value of $12.8M.

What does the chart on this XLC ownership page compare?

The chart compares Insight Wealth Strategies, LLC's quarterly XLC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Insight Wealth Strategies, LLC time their XLC position?

Based on 13F filing dates vs. subsequent XLC price moves, Insight Wealth Strategies, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on XLC relative to SPY over the holding period was +0.4%.

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