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Integrated Wealth Concepts’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Integrated Wealth Concepts’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.6M Buy
71,756
+28,527
+66% +$4.79M 0.09% 223
2025
Q4 		$6.71M Sell
43,229
-15,381
-26% -$2.37M 0.08% 231
2025
Q3 		$9.04M Sell
58,610
-1,743
-3% -$264K 0.08% 237
2025
Q2 		$8.9M Buy
60,353
+3,488
+6% +$476K 0.09% 208
2025
Q1 		$7.45M Sell
56,865
-7,956
-12% -$1.08M 0.09% 233
2024
Q4 		$8.54M Sell
64,821
-4,428
-6% -$610K 0.1% 198
2024
Q3 		$9.38M Buy
69,249
+1,758
+3% +$223K 0.11% 182
2024
Q2 		$8.23M Buy
67,491
+10,974
+19% +$1.35M 0.11% 185
2024
Q1 		$7.12M Buy
56,517
+21,521
+61% +$2.53M 0.1% 217
2023
Q4 		$3.99M Sell
34,996
-246,234
-88% -$25.8M 0.07% 276
2023
Q3 		$28.5M Buy
281,230
+103,363
+58% +$11.1M 0.5% 28
2023
Q2 		$19.1M Sell
177,867
-231,760
-57% -$23.3M 0.33% 69
2023
Q1 		$41.4M Buy
409,627
+68,492
+20% +$6.89M 0.85% 16
2022
Q4 		$33.5M Sell
341,135
-38,912
-10% -$3.71M 0.91% 23
2022
Q3 		$31.5M Buy
380,047
+355,097
+1,423% +$32.7M 1.01% 21
2022
Q2 		$2.18M Sell
24,950
-10,087
-29% -$951K 0.07% 262
2022
Q1 		$3.61M Sell
35,037
-16,653
-32% -$1.69M 0.11% 169
2021
Q4 		$5.47M Buy
51,690
+4,063
+9% +$422K 0.16% 112
2021
Q3 		$4.66M Buy
47,627
+11,399
+31% +$1.17M 0.15% 121
2021
Q2 		$3.71M Sell
36,228
-324,265
-90% -$33.2M 0.13% 146
2021
Q1 		$35.5M Buy
360,493
+37,610
+12% +$3.44M 1.46% 14
2020
Q4 		$28.6M Buy
322,883
+131,070
+68% +$11M 1.35% 12
2020
Q3 		$14.8M Buy
191,813
+177,515
+1,242% +$13.3M 0.91% 30
2020
Q2 		$982K Buy
14,298
+546
+4% +$35.4K 0.07% 181
2020
Q1 		$811K Sell
13,752
-30,282
-69% -$2.28M 0.07% 161
2019
Q4 		$3.59M Buy
44,034
+5,687
+15% +$454K 0.3% 66
2019
Q3 		$2.98M Sell
38,347
-3,189
-8% -$245K 0.33% 61
2019
Q2 		$3.16M Buy
41,536
+37,260
+871% +$2.83M 0.41% 57
2019
Q1 		$321K Sell
4,276
-222
-5% -$16.1K 0.05% 225
2018
Q4 		$290K Sell
4,498
-46,136
-91% -$3.27M 0.08% 193
2018
Q3 		$4M Sell
50,634
-331
-0.6% -$25.2K 1.21% 19
2018
Q2 		$3.66M Buy
50,965
+46,055
+938% +$3.42M 1.25% 15
2018
Q1 		$357K Buy
4,910
+490
+11% +$37.8K 0.14% 131
2017
Q4 		$345K Buy
+4,420
New +$322K 0.15% 121

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Integrated Wealth Concepts's XLI Position: Q1 2026 in Review

Integrated Wealth Concepts increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 66% in Q1 2026, buying an estimated $4.79M and bringing the position to 71,756 shares worth $11.6M. The position accounts for 0.09% of the portfolio, ranked #223.

Integrated Wealth Concepts first reported a position in XLI in Q4 2017 and has held it in 34 quarters since. The position peaked at $41.4M in Q1 2023. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • Integrated Wealth Concepts held 71,756 shares of State Street Industrial Select Sector SPDR ETF worth $11.6M as of Q1 2026.
  • Integrated Wealth Concepts bought 28,527 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $4.79M.
  • State Street Industrial Select Sector SPDR ETF made up 0.09% of Integrated Wealth Concepts's portfolio in Q1 2026, its #223 holding.
  • Integrated Wealth Concepts first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
  • Integrated Wealth Concepts's State Street Industrial Select Sector SPDR ETF position peaked at $41.4M in Q1 2023.
  • 1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.