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XLEXLE
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Position history for IWIntegrated Wealth Concepts LLC's holdings in ENERGY SELECT SECTOR SPDR

Integrated Wealth Concepts LLC holds 320,394 shares of XLE (ENERGY SELECT SECTOR SPDR), worth $17M as of 2026-Q2. The position was increased (+5.6% shares). XLE represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$17M

Current Shares

320,394

Total Value Change

-$668,473

Total Shares Change

+118,975

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
320,394
+5.6%
$17M0.1%$52.80
36
2026-Q1
Increased
303,446
+148.9%
$18.6M0.1%$60.82
55
2025-Q4
Decreased
121,936
-5.0%
$5.5M0.1%$44.10
0
2025-Q3
Increased
128,306
+0.3%
$11.5M0.1%$43.69
33
2025-Q2
Decreased
127,904
-8.4%
$10.8M0.1%$41.12
0
2025-Q1
Decreased
139,625
-21.8%
$13M0.2%$44.95
0
2024-Q4
Decreased
178,489
-11.4%
$15.3M0.2%$40.88
0
2024-Q3
Decreased
201,419
-0.6%
$17.7M0.2%$41.55
0

Other major holders of XLE: BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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