Position history for Integrated Wealth Concepts LLC's holdings in SELECT SECTOR SPDR TR
Integrated Wealth Concepts LLC holds 555,118 shares of XLF (SELECT SECTOR SPDR TR), worth $27.4M as of 2026-Q1. The position was increased (+54.8% shares). XLF represents 0.2% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$27.4M
Current Shares
555,118
Total Value Change
+$9.6M
Total Shares Change
+122,116
Other major holders of XLF: JPMORGAN CHASE & CO
Increased |
| 555,118 |
+54.8% |
| $27.4M |
| 0.2% |
| $51.21 |
48 |
| 2025-Q4 | Decreased | 358,543 | -30.1% | $19.6M | 0.2% | $55.18 | 0 |
| 2025-Q3 | Increased | 512,568 | +1.9% | $27.6M | 0.2% | $53.94 | 35 |
| 2025-Q2 | Increased | 503,179 | +3.7% | $26.4M | 0.3% | $51.59 | 36 |
| 2025-Q1 | Increased | 485,087 | +4.3% | $24.2M | 0.3% | $48.71 | 36 |
| 2024-Q4 | Increased | 465,048 | +8.3% | $22.5M | 0.3% | $47.62 | 37 |
| 2024-Q3 | Decreased | 429,614 | -0.8% | $19.5M | 0.2% | $44.34 | 0 |
| 2024-Q2 | Increased | 433,002 | +3.4% | $17.8M | 0.2% | $40.23 | 35 |