Integrated Wealth Concepts’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4M | Buy |
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|
2025
Q1 | $24.2M | Buy |
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|
2024
Q4 | $22.5M | Buy |
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|
2024
Q3 | $19.5M | Sell |
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|
2024
Q2 | $17.8M | Buy |
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|
2024
Q1 | $17.6M | Buy |
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|
2023
Q4 | $13.1M | Buy |
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|
2023
Q3 | $11.6M | Buy |
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|
2023
Q2 | $11.3M | Sell |
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|
2023
Q1 | $11.5M | Sell |
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|
2022
Q4 | $40.5M | Buy |
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|
2022
Q3 | $8.55M | Sell |
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|
2022
Q2 | $10.2M | Sell |
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|
2022
Q1 | $13.6M | Buy |
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|
2021
Q4 | $11.1M | Sell |
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|
2021
Q3 | $46.8M | Buy |
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|
2021
Q2 | $44.6M | Sell |
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|
2021
Q1 | $50.2M | Buy |
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|
2020
Q4 | $4.53M | Sell |
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|
2020
Q3 | $3.97M | Sell |
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|
2020
Q2 | $4.39M | Buy |
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|
2020
Q1 | $3.86M | Sell |
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|
2019
Q4 | $21.3M | Buy |
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|
2019
Q3 | $5.42M | Sell |
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|
2019
Q2 | $6.25M | Buy |
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|
2019
Q1 | $804K | Buy |
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|
2018
Q4 | $538K | Buy |
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|
2018
Q3 | $597K | Buy |
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|
2018
Q2 | $546K | Sell |
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|
2018
Q1 | $2.01M | Buy |
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|
2017
Q4 | $499K | Buy |
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