Ownership history in Invst, LLC · 2 quarters on record
This page tracks every 13F SEC filing in which Invst, LLC reported a position in SELECT SECTOR SPDR TR (XLC). 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 Q3 | ADDED | 15,155 | +10,131 | +201.7% | 0.20% | $1.6M | $117.99 |
| 2025 Q1 | INITIATED | 5,024 | — | — | 0.07% | $485K | $95.57 |
As of 2025 Q4 — sorted by position size