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XLIXLI
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Position history for IWIntegrated Wealth Concepts LLC's holdings in INDUSTRIAL SELECT SECT SPDR

Integrated Wealth Concepts LLC holds 97,794 shares of XLI (INDUSTRIAL SELECT SECT SPDR), worth $18.1M as of 2026-Q2. The position was increased (+36.3% shares). XLI represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$18.1M

Current Shares

97,794

Total Value Change

+$8.7M

Total Shares Change

+28,545

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
97,794
+36.3%
$18.1M0.1%$185.23
37
2026-Q1
Increased
71,756
+66.0%
$11.6M0.1%$175.44
41
2025-Q4
Decreased
43,229
-26.2%
$6.7M0.1%$156.42
0
2025-Q3
Decreased
58,610
-2.9%
$9M0.1%$152.53
0
2025-Q2
Increased
60,353
+6.1%
$8.9M0.1%$145.69
29
2025-Q1
Decreased
56,865
-12.3%
$7.5M0.1%$128.78
0
2024-Q4
Decreased
64,821
-6.4%
$8.5M0.1%$130.13
0
2024-Q3
Increased
69,249
+2.6%
$9.4M0.1%$132.34
34

Other major holders of XLI: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/

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