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

Integrated Wealth Concepts LLC holds 665,634 shares of XLK (TECHNOLOGY SELECT SECTOR FUND SPDR), worth $126.8M as of 2026-Q2. The position was increased (+34.0% shares). XLK represents 0.6% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$126.8M

Current Shares

665,634

Total Value Change

+$79.2M

Total Shares Change

+454,543

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
665,634
+34.0%
$126.8M0.6%$190.52
55
2026-Q1
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

Other major holders of XLK: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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