Position history for Integrated Wealth Concepts LLC's holdings in SELECT SECTOR SPDR TR
Integrated Wealth Concepts LLC holds 303,446 shares of XLE (SELECT SECTOR SPDR TR), worth $18.6M as of 2026-Q1. The position was increased (+148.9% shares). XLE represents 0.1% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$18.6M
Current Shares
303,446
Total Value Change
+$117,979
Total Shares Change
+100,801
Other major holders of XLE: BANK OF AMERICA CORP /DE/
Increased |
| 303,446 |
+148.9% |
| $18.6M |
| 0.1% |
| $56.52 |
55 |
| 2025-Q4 | Decreased | 121,936 | -5.0% | $5.5M | 0.1% | $44.96 | 0 |
| 2025-Q3 | Increased | 128,306 | +0.3% | $11.5M | 0.1% | $44.77 | 33 |
| 2025-Q2 | Decreased | 127,904 | -8.4% | $10.8M | 0.1% | $41.93 | 0 |
| 2025-Q1 | Decreased | 139,625 | -21.8% | $13M | 0.2% | $45.07 | 0 |
| 2024-Q4 | Decreased | 178,489 | -11.4% | $15.3M | 0.2% | $40.91 | 0 |
| 2024-Q3 | Decreased | 201,419 | -0.6% | $17.7M | 0.2% | $41.83 | 0 |
| 2024-Q2 | Increased | 202,645 | +22.1% | $18.5M | 0.3% | $43.38 | 41 |