Industrial SPDR shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Industrial SPDR
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $9.4M | 69k | 135.44 |
2024-06-30 | $8.2M | 68k | 121.87 |
2024-03-31 | $7.1M | 57k | 125.96 |
2023-09-30 | $29M | 281k | 101.38 |
2023-06-30 | $19M | 178k | 107.32 |
2023-03-31 | $41M | 410k | 101.18 |
2022-12-31 | $34M | 341k | 98.21 |
2022-09-30 | $32M | 380k | 82.84 |
2022-06-30 | $2.2M | 25k | 87.33 |
2022-03-31 | $3.6M | 35k | 102.98 |
2021-12-31 | $5.5M | 52k | 105.80 |
2021-09-30 | $4.7M | 48k | 97.84 |
2021-06-30 | $3.7M | 36k | 102.41 |
2021-03-31 | $36M | 361k | 98.45 |
2020-12-31 | $29M | 323k | 88.55 |
2020-09-30 | $15M | 192k | 76.98 |
2020-06-30 | $982k | 14k | 68.68 |
2020-03-31 | $811k | 14k | 58.97 |
2019-12-31 | $3.6M | 44k | 81.46 |
2019-09-30 | $3.0M | 38k | 77.63 |
2019-06-30 | $3.2M | 42k | 76.03 |
2019-03-31 | $321k | 4.3k | 75.07 |
2018-12-31 | $290k | 4.5k | 64.47 |
2018-09-30 | $4.0M | 51k | 79.10 |
2018-06-30 | $3.7M | 51k | 71.79 |
2018-03-31 | $357k | 4.9k | 72.71 |
2017-12-31 | $345k | 4.4k | 78.05 |
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