Does Integrated Wealth Concepts own XLV stock?

Yes. As of its Q2 2026 13F, Integrated Wealth Concepts holds 104,608 shares of XLV, worth $16.6M.

How many shares of XLV does Integrated Wealth Concepts own?

As of its Q2 2026 13F, Integrated Wealth Concepts holds 104,608 shares of XLV.

As of its Q2 2026 13F, Integrated Wealth Concepts' XLV position is worth $16.6M.

In Q2 2026, Integrated Wealth Concepts increased its XLV position by 746 shares (+0.7%).

Integrated Wealth Concepts already held XLV in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

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

Current Value

$16.6M

Current Shares

104,608

Total Value Change

+$16M

Total Shares Change

+98,522

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	104,608	+0.7%	$16.6M	0.1%	$158.06	34
2026-Q1	Increased	103,862	+99.7%	$15.2M	0.1%	$145.41	54
2025-Q4	Decreased	52,015	-26.4%	$8.1M	0.1%	$152.90	0
2025-Q3	Increased	70,628	+6.8%	$9.8M	0.1%	$136.88	30
2025-Q2	Decreased	66,164	-6.5%	$8.9M	0.1%	$131.97	0
2025-Q1	Decreased	70,773	-8.7%	$10.3M	0.1%	$142.28	0
2024-Q4	Decreased	77,542	-3.8%	$10.7M	0.1%	$133.54	0
2024-Q3	Increased	80,630	+16.2%	$12.4M	0.2%	$148.83	39
2024-Q2	Decreased	69,397	-7.6%	$10.1M	0.1%	$140.32	0
2024-Q1	Increased	75,093	+26.3%	$11.1M	0.2%	$141.67	41
2023-Q4	Decreased	59,476	-12.5%	$8.1M	0.1%	$130.31	0
2023-Q3	Increased	67,982	+4.5%	$8.8M	0.2%	$122.46	34
2023-Q2	Increased	65,088	+7.8%	$8.6M	0.1%	$125.74	36
2023-Q1	Decreased	60,385	-78.2%	$7.8M	0.2%	$122.14	0
2022-Q4	Decreased	276,677	-7.5%	$37.6M	1.0%	$127.67	0
2022-Q3	Increased	299,191	+555.7%	$36.2M	1.2%	$113.35	74
2022-Q2	Decreased	45,629	-51.3%	$5.9M	0.2%	$119.55	0
2022-Q1	Decreased	93,660	-69.4%	$12.8M	0.4%	$127.17	0
2021-Q4	Decreased	306,482	-3.5%	$43.2M	1.3%	$130.38	0
2021-Q3	Increased	317,718	+1488.9%	$40.4M	1.3%	$117.36	74
2021-Q2	Increased	19,996	+12.6%	$2.5M	0.1%	$115.70	29
2021-Q1	Increased	17,767	+24.2%	$2.1M	0.1%	$106.83	32
2020-Q4	Increased	14,304	+56.5%	$1.6M	0.1%	$103.45	36
2020-Q3	Decreased	9,138	-36.8%	$964,000	0.1%	$95.79	0
2020-Q2	Increased	14,449	+95.9%	$1.4M	0.1%	$90.52	49
2020-Q1	Decreased	7,375	-95.3%	$653,000	0.1%	$79.79	0
2019-Q4	Increased	155,823	+1552.1%	$15.9M	1.3%	$91.31	72
2019-Q3	Increased	9,432	+8.0%	$850,000	0.1%	$79.94	27
2019-Q2	Increased	8,735	+43.5%	$698,000	0.1%	$81.83	33
2019-Q1	First report	6,086	-	$558,000	0.1%	$80.70	0

Other major holders of XLV: BANK OF AMERICA CORP /DE/