Integrated Wealth Concepts LLC Industrial Sector Spdr Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 58,610 shares of XLI stock, worth $8.91 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
58,610
Previous 60,353 2.89%
Holding current value
$8.91 Million
Previous $8.9 Million 1.53%
% of portfolio
0.09%
Previous 0.1%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$147.94 - $154.99 $257,859 - $270,147
-1,743 Reduced 2.89%
58,610 $9.04 Million
Q2 2025

Aug 14, 2025
BUY
$116.42 - $147.52 $406,072 - $514,549
3,488 Added 6.13%
60,353 $8.9 Million
Q1 2025

May 15, 2025
SELL
$128.78 - $141.67 $1.02 Million - $1.13 Million
-7,956 Reduced 12.27%
56,865 $7.45 Million
Q4 2024

Feb 14, 2025
SELL
$131.76 - $143.99 $583,433 - $637,587
-4,428 Reduced 6.39%
64,821 $8.54 Million
Q3 2024

Nov 14, 2024
BUY
$120.56 - $135.44 $211,944 - $238,103
1,758 Added 2.6%
69,249 $9.38 Million
Q2 2024

Aug 14, 2024
BUY
$120.47 - $125.94 $1.32 Million - $1.38 Million
10,974 Added 19.42%
67,491 $8.23 Million
Q1 2024

May 15, 2024
BUY
$110.23 - $125.96 $2.37 Million - $2.71 Million
21,521 Added 61.5%
56,517 $7.12 Million
Q4 2023

Feb 13, 2024
SELL
$96.44 - $114.13 $23.7 Million - $28.1 Million
-246,234 Reduced 87.56%
34,996 $3.99 Million
Q3 2023

Nov 15, 2023
BUY
$100.74 - $110.75 $10.4 Million - $11.4 Million
103,363 Added 58.11%
281,230 $28.5 Million
Q2 2023

Aug 15, 2023
SELL
$96.85 - $107.32 $22.4 Million - $24.9 Million
-231,760 Reduced 56.58%
177,867 $19.1 Million
Q1 2023

May 03, 2023
BUY
$96.51 - $103.67 $6.61 Million - $7.1 Million
68,492 Added 20.08%
409,627 $41.4 Million
Q4 2022

Feb 13, 2023
SELL
$84.74 - $102.33 $3.3 Million - $3.98 Million
-38,912 Reduced 10.24%
341,135 $33.5 Million
Q3 2022

Nov 14, 2022
BUY
$82.84 - $100.53 $29.4 Million - $35.7 Million
355,097 Added 1423.23%
380,047 $31.5 Million
Q2 2022

Aug 08, 2022
SELL
$85.56 - $102.18 $863,043 - $1.03 Million
-10,087 Reduced 28.79%
24,950 $2.18 Million
Q1 2022

May 12, 2022
SELL
$95.6 - $107.05 $1.59 Million - $1.78 Million
-16,653 Reduced 32.22%
35,037 $3.61 Million
Q4 2021

Feb 15, 2022
BUY
$98.64 - $107.12 $400,774 - $435,228
4,063 Added 8.53%
51,690 $5.47 Million
Q3 2021

Nov 15, 2021
BUY
$97.84 - $105.53 $1.12 Million - $1.2 Million
11,399 Added 31.46%
47,627 $4.66 Million
Q2 2021

Aug 13, 2021
SELL
$98.78 - $105.53 $32 Million - $34.2 Million
-324,265 Reduced 89.95%
36,228 $3.71 Million
Q1 2021

May 13, 2021
BUY
$84.77 - $98.77 $3.19 Million - $3.71 Million
37,610 Added 11.65%
360,493 $35.5 Million
Q4 2020

Feb 12, 2021
BUY
$74.87 - $89.65 $9.81 Million - $11.8 Million
131,070 Added 68.33%
322,883 $28.6 Million
Q3 2020

Nov 13, 2020
BUY
$67.14 - $79.9 $11.9 Million - $14.2 Million
177,515 Added 1241.54%
191,813 $14.8 Million
Q2 2020

Jul 30, 2020
BUY
$56.34 - $76.29 $30,761 - $41,654
546 Added 3.97%
14,298 $982,000
Q1 2020

May 18, 2020
SELL
$48.77 - $85.23 $1.48 Million - $2.58 Million
-30,282 Reduced 68.77%
13,752 $811,000
Q4 2019

Feb 20, 2020
BUY
$74.07 - $82.5 $421,236 - $469,177
5,687 Added 14.83%
44,034 $3.59 Million
Q3 2019

Nov 15, 2019
SELL
$77.22 - $79.35 $246,254 - $253,047
-3,189 Reduced 7.68%
38,347 $2.98 Million
Q2 2019

Aug 15, 2019
BUY
N/A
37,260 Added 871.38%
41,536 $3.16 Million
Q1 2019

May 15, 2019
SELL
N/A
-222 Reduced 4.94%
4,276 $321,000
Q4 2018

Feb 14, 2019
SELL
N/A
-46,136 Reduced 91.12%
4,498 $290,000
Q3 2018

Nov 13, 2018
SELL
N/A
-331 Reduced 0.65%
50,634 $4.01 Million
Q2 2018

Jul 27, 2018
BUY
N/A
46,055 Added 937.98%
50,965 $3.66 Million
Q1 2018

May 15, 2018
BUY
N/A
490 Added 11.09%
4,910 $357,000
Q4 2017

May 15, 2018
BUY
N/A
4,420
4,420 $345,000

Others Institutions Holding XLI

# of Institutions
1,655
Shares Held
141M
Call Options Held
36.2M
Put Options Held
33.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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