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

Integrated Wealth Concepts LLC holds 837,733 shares of XLF (FINANCIAL SELECT SECTOR SPDR), worth $44.9M as of 2026-Q2. The position was increased (+50.9% shares). XLF represents 0.2% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$44.9M

Current Shares

837,733

Total Value Change

+$25.4M

Total Shares Change

+408,119

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
837,733
+50.9%
$44.9M0.2%$53.61
48
2026-Q1
Increased
555,118
+54.8%
$27.4M0.2%$51.21
48
2025-Q4
Decreased
358,543
-30.1%
$19.6M0.2%$55.18
0
2025-Q3
Increased
512,568
+1.9%
$27.6M0.2%$53.94
35
2025-Q2
Increased
503,179
+3.7%
$26.4M0.3%$51.59
36
2025-Q1
Increased
485,087
+4.3%
$24.2M0.3%$48.71
36
2024-Q4
Increased
465,048
+8.3%
$22.5M0.3%$47.62
37
2024-Q3
Decreased
429,614
-0.8%
$19.5M0.2%$44.34
0

Other major holders of XLF: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, Steward Partners Investment Advisory, LLC

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