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XLFXLF
Showing 8 of 30 quarters

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

Yes. Integrated Wealth Concepts holds 568,477 shares of XLF, worth $30.5M, as of its Q2 2026 13F filing. It increased the position by 13,359 shares (+2.4%) from Q1 2026. Integrated Wealth Concepts has held XLF in every 13F on record since Q1 2019, 30 quarterly filings. XLF is 0.2% of Integrated Wealth Concepts' reported 13F portfolio.

Current Value

$30.5M

Current Shares

568,477

Total Value Change

+$11M

Total Shares Change

+138,863

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
568,477
+2.4%
$30.5M0.2%$53.42
35
2026-Q1
Increased
555,118
+54.8%
$27.4M0.2%$49.20
48
2025-Q4
Decreased
358,543
-30.1%
$19.6M0.2%$54.30
0
2025-Q3
Increased
512,568
+1.9%
$27.6M0.2%$53.22
35
2025-Q2
Increased
503,179
+3.7%
$26.4M0.3%$51.57
36
2025-Q1
Increased
485,087
+4.3%
$24.2M0.3%$48.88
36
2024-Q4
Increased
465,048
+8.3%
$22.5M0.3%$47.26
37
2024-Q3
Decreased
429,614
-0.8%
$19.5M0.2%$44.13
0

Other major holders of XLF: JPMORGAN CHASE & CO

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