SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q2 2025
Shares 940 Value ($000) $205 Avg Close — Range —
Q1 2025
Shares 41,333 Value ($000) $8,162 Avg Close — Range —
Q4 2024
Shares 48,938 Value ($000) $10,979 Avg Close — Range —
Q4 2021
Shares 1,042 Value ($000) $213 Avg Close — Range —
Q1 2021
Shares 1,403 Value ($000) $236 Avg Close — Range —
Q4 2020
Shares 1,429 Value ($000) $230 Avg Close — Range —
Q3 2020
Shares 1,427 Value ($000) $210 Avg Close — Range —
Q2 2020
Shares 1,898 Value ($000) $242 Avg Close — Range —
Q1 2020
Shares 2,942 Value ($000) $289 Avg Close — Range —
Q4 2019
Shares 168,265 Value ($000) $21,104 Avg Close — Range —
Q3 2019
Shares 167,955 Value ($000) $20,272 Avg Close — Range —
Q2 2019
Shares 152,635 Value ($000) $18,194 Avg Close — Range —