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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

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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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
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