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

Integrated Wealth Concepts LLC holds 496,584 shares of XLK (SELECT SECTOR SPDR TR), worth $66M as of 2026-Q1. The position was increased (+90.2% shares). XLK represents 0.5% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$66M

Current Shares

496,584

Total Value Change

+$21M

Total Shares Change

+297,566

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
496,584
+90.2%
$66M0.5%$137.50
66
2025-Q4
Increased
261,057
+2.0%
$37.6M0.4%$145.41
35
2025-Q3
Increased
256,025
+7.0%
$72.2M0.6%$139.95
45
2025-Q2
Decreased
239,246
-6.3%
$60.6M0.6%$125.03
0
2025-Q1
Increased
255,305
+0.4%
$52.7M0.6%$102.73
41
2024-Q4
Increased
254,336
+20.5%
$59.1M0.7%$116.51
49
2024-Q3
Increased
211,091
+6.1%
$47.7M0.6%$111.67
44
2024-Q2
Decreased
199,018
-0.9%
$45M0.6%$112.03
0

Other major holders of XLK: BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN

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