SPDR SER TR

Ticker: XOP CUSIP: 78468R556 Class: S&P OILGAS EXP

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 1,517 Value ($000) $201 Avg Close — Range —
Q2 2025
Shares 1,720 Value ($000) $218 Avg Close — Range —
Q1 2025
Shares 79,383 Value ($000) $10,456 Avg Close — Range —
Q4 2024
Shares 63,904 Value ($000) $8,459 Avg Close — Range —
Q3 2024
Shares 62,326 Value ($000) $8,197 Avg Close — Range —
Q2 2024
Shares 55,888 Value ($000) $8,130 Avg Close — Range —
Q1 2024
Shares 55,741 Value ($000) $8,636 Avg Close — Range —
Q4 2023
Shares 47,906 Value ($000) $6,559 Avg Close — Range —