Financial Select Sector SPDR shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 430k | 45.32 |
| 2024-06-30 | $18M | 433k | 41.11 |
| 2024-03-31 | $18M | 419k | 42.12 |
| 2023-09-30 | $12M | 349k | 33.17 |
| 2023-06-30 | $11M | 335k | 33.71 |
| 2023-03-31 | $12M | 357k | 32.15 |
| 2022-12-31 | $41M | 1.2M | 34.20 |
| 2022-09-30 | $8.6M | 282k | 30.36 |
| 2022-06-30 | $10M | 326k | 31.45 |
| 2022-03-31 | $14M | 356k | 38.32 |
| 2021-12-31 | $11M | 283k | 39.05 |
| 2021-09-30 | $47M | 1.2M | 37.53 |
| 2021-06-30 | $45M | 1.2M | 36.69 |
| 2021-03-31 | $50M | 1.5M | 34.05 |
| 2020-12-31 | $4.5M | 154k | 29.48 |
| 2020-09-30 | $4.0M | 165k | 24.07 |
| 2020-06-30 | $4.4M | 190k | 23.14 |
| 2020-03-31 | $3.9M | 186k | 20.82 |
| 2019-12-31 | $21M | 693k | 30.78 |
| 2019-09-30 | $5.4M | 194k | 28.00 |
| 2019-06-30 | $6.3M | 260k | 24.06 |
| 2019-03-31 | $804k | 31k | 25.71 |
| 2018-12-31 | $538k | 23k | 23.84 |
| 2018-09-30 | $597k | 22k | 27.67 |
| 2018-06-30 | $546k | 20k | 26.70 |
| 2018-03-31 | $2.0M | 75k | 26.96 |
| 2017-12-31 | $499k | 18k | 28.39 |
More positions owned by Integrated Wealth Concepts
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