Energy Select Sector SPDR shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 128k | 89.34 |
| 2025-06-30 | $11M | 128k | 84.81 |
| 2025-03-31 | $13M | 140k | 93.45 |
| 2024-12-31 | $15M | 179k | 85.66 |
| 2024-09-30 | $18M | 201k | 87.80 |
| 2024-06-30 | $19M | 203k | 91.15 |
| 2024-03-31 | $16M | 166k | 94.42 |
| 2023-09-30 | $41M | 458k | 90.39 |
| 2023-06-30 | $15M | 183k | 81.17 |
| 2023-03-31 | $38M | 458k | 82.83 |
| 2022-12-31 | $43M | 487k | 87.47 |
| 2022-09-30 | $37M | 514k | 72.02 |
| 2022-06-30 | $41M | 566k | 71.51 |
| 2022-03-31 | $39M | 512k | 76.44 |
| 2021-12-31 | $47M | 852k | 55.50 |
| 2021-09-30 | $4.6M | 89k | 52.09 |
| 2021-06-30 | $41M | 761k | 53.87 |
| 2021-03-31 | $44M | 903k | 49.06 |
| 2020-12-31 | $2.5M | 66k | 37.89 |
| 2020-09-30 | $633k | 21k | 29.97 |
| 2020-06-30 | $685k | 18k | 37.87 |
| 2020-03-31 | $429k | 15k | 29.05 |
| 2019-12-31 | $939k | 16k | 60.03 |
| 2019-09-30 | $788k | 13k | 59.18 |
| 2019-06-30 | $411k | 7.1k | 57.84 |
| 2019-03-31 | $271k | 4.1k | 66.10 |
| 2018-12-31 | $256k | 4.5k | 57.44 |
| 2018-09-30 | $4.1M | 53k | 76.79 |
| 2018-06-30 | $3.5M | 47k | 74.82 |
| 2018-03-31 | $241k | 3.6k | 66.06 |
| 2017-12-31 | $250k | 3.3k | 75.51 |
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