SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,894 Value ($000) $758 Avg Close Range
Q3 2025
Shares 3,027 Value ($000) $421 Avg Close Range
Q2 2025
Shares 3,769 Value ($000) $508 Avg Close Range
Q1 2025
Shares 3,768 Value ($000) $550 Avg Close Range
Q4 2024
Shares 3,873 Value ($000) $533 Avg Close Range
Q3 2024
Shares 3,921 Value ($000) $604 Avg Close Range
Q2 2024
Shares 3,772 Value ($000) $550 Avg Close Range
Q1 2024
Shares 4,019 Value ($000) $594 Avg Close Range
Q4 2023
Shares 4,018 Value ($000) $548 Avg Close Range
Q3 2023
Shares 4,017 Value ($000) $517 Avg Close Range
Q2 2023
Shares 4,058 Value ($000) $539 Avg Close Range
Q1 2023
Shares 4,162 Value ($000) $539 Avg Close Range
Q4 2022
Shares 4,199 Value ($000) $570 Avg Close Range
Q3 2022
Shares 4,334 Value ($000) $525 Avg Close Range
Q2 2022
Shares 4,816 Value ($000) $618 Avg Close Range
Q1 2022
Shares 5,561 Value ($000) $762 Avg Close Range
Q4 2021
Shares 5,557 Value ($000) $783 Avg Close Range
Q3 2021
Shares 5,025 Value ($000) $640 Avg Close Range
Q2 2021
Shares 5,308 Value ($000) $669 Avg Close Range
Q1 2021
Shares 5,337 Value ($000) $623 Avg Close Range
Q4 2020
Shares 5,113 Value ($000) $580 Avg Close Range
Q3 2020
Shares 4,984 Value ($000) $526 Avg Close Range
Q2 2020
Shares 4,659 Value ($000) $466 Avg Close Range
Q1 2020
Shares 4,749 Value ($000) $421 Avg Close Range
Q4 2019
Shares 5,242 Value ($000) $534 Avg Close Range
Q2 2019
Shares 3,062 Value ($000) $284 Avg Close Range
Q1 2019
Shares 6,544 Value ($000) $601 Avg Close Range
Q4 2018
Shares 8,001 Value ($000) $692 Avg Close Range
Q4 2017
Shares 7,457 Value ($000) $617 Avg Close Range
Q3 2017
Shares 4,562 Value ($000) $373 Avg Close Range
Q2 2017
Shares 9,854 Value ($000) $779 Avg Close Range
Q2 2015
Shares 16,019 Value ($000) $1,192 Avg Close Range
Q1 2015
Shares 25,685 Value ($000) $1,862 Avg Close Range
Q4 2014
Shares 25,897 Value ($000) $1,771 Avg Close Range
Q3 2014
Shares 20,934 Value ($000) $1,345 Avg Close Range
Q2 2014
Shares 23,100 Value ($000) $1,405 Avg Close Range
Q1 2014
Shares 22,786 Value ($000) $1,333 Avg Close Range
Q4 2013
Shares 23,531 Value ($000) $1,305 Avg Close Range
Q3 2013
Shares 151 Value ($000) $8 Avg Close Range
Q2 2013
Shares 63,987 Value ($000) $3,046 Avg Close Range