SEC 13F Intelligence

Inlight Wealth Management, LLC / XLU

Inlight Wealth Management, LLC’s Select Sector Spdr Tr Position

Does Inlight Wealth Management, LLC own Select Sector Spdr Tr (XLU)? Yes — 238.3K shares worth $11M (+4.05% of its 13F portfolio) as of Q1 2026, up from 209.8K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
238.3K
% of Portfolio
+4.05%
Quarters Held
5
currently held

Position History XLU

Reported value by quarter
Q1 ’25: $3MQ1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $9MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026238.3K$11M+4.05%
Q4 2025209.8K$9M+3.28%
Q3 202585.7K$7M+3.51%
Q2 202584.2K$7M+3.56%
Q1 202538.5K$3M+1.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Inlight Wealth Management, LLC’s full portfolio or all institutional holders of XLU.