Position history for Integrated Wealth Concepts LLC's holdings in SELECT SECTOR SPDR TR
Integrated Wealth Concepts LLC holds 261,057 shares of XLK (SELECT SECTOR SPDR TR), worth $37.6M as of 2025-Q4. The position was increased (++2.0% shares). XLK represents 0.4% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$37.6M
Current Shares
261,057
Total Value Change
-$7.4M
Total Shares Change
+62,039
Other major holders of XLK: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 261,057 |
+2.0% |
| $37.6M |
| 0.4% |
| $145.41 |
35 |
| 2025-Q3 | Increased | 256,025 | +7.0% | $72.2M | 0.6% | $139.95 | 45 |
| 2025-Q2 | Decreased | 239,246 | -6.3% | $60.6M | 0.6% | $125.03 | 0 |
| 2025-Q1 | Increased | 255,305 | +0.4% | $52.7M | 0.6% | $102.73 | 41 |
| 2024-Q4 | Increased | 254,336 | +20.5% | $59.1M | 0.7% | $116.51 | 49 |
| 2024-Q3 | Increased | 211,091 | +6.1% | $47.7M | 0.6% | $111.67 | 44 |
| 2024-Q2 | Decreased | 199,018 | -0.9% | $45M | 0.6% | $112.03 | 0 |