SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

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

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

Q2 2025
Shares 4,060 Value ($000) $329 Avg Close — Range —
Q4 2024
Shares 3,531 Value ($000) $278 Avg Close — Range —
Q3 2024
Shares 3,232 Value ($000) $268 Avg Close — Range —
Q2 2024
Shares 3,218 Value ($000) $246 Avg Close — Range —
Q1 2024
Shares 2,896 Value ($000) $221 Avg Close — Range —
Q4 2023
Shares 4,146 Value ($000) $299 Avg Close — Range —
Q3 2023
Shares 4,234 Value ($000) $291 Avg Close — Range —
Q2 2023
Shares 4,622 Value ($000) $343 Avg Close — Range —
Q1 2023
Shares 4,466 Value ($000) $334 Avg Close — Range —
Q4 2022
Shares 4,317 Value ($000) $322 Avg Close — Range —
Q3 2022
Shares 4,467 Value ($000) $298 Avg Close — Range —
Q2 2022
Shares 4,435 Value ($000) $320 Avg Close — Range —
Q1 2022
Shares 6,988 Value ($000) $530 Avg Close — Range —
Q4 2021
Shares 7,253 Value ($000) $559 Avg Close — Range —
Q3 2021
Shares 6,483 Value ($000) $446 Avg Close — Range —
Q2 2021
Shares 6,788 Value ($000) $475 Avg Close — Range —
Q1 2021
Shares 6,738 Value ($000) $461 Avg Close — Range —
Q4 2020
Shares 7,061 Value ($000) $476 Avg Close — Range —
Q3 2020
Shares 6,973 Value ($000) $447 Avg Close — Range —
Q2 2020
Shares 6,628 Value ($000) $389 Avg Close — Range —
Q1 2020
Shares 5,278 Value ($000) $287 Avg Close — Range —
Q4 2019
Shares 7,313 Value ($000) $461 Avg Close — Range —
Q3 2019
Shares 8,023 Value ($000) $493 Avg Close — Range —
Q2 2019
Shares 8,423 Value ($000) $489 Avg Close — Range —
Q1 2018
Shares 4,681 Value ($000) $241 Avg Close — Range —
Q4 2017
Shares 6,205 Value ($000) $353 Avg Close — Range —
Q3 2017
Shares 6,337 Value ($000) $342 Avg Close — Range —
Q2 2017
Shares 9,895 Value ($000) $545 Avg Close — Range —
Q4 2015
Shares 23,321 Value ($000) $1,177 Avg Close — Range —
Q2 2015
Shares 51,815 Value ($000) $2,466 Avg Close — Range —
Q1 2015
Shares 66,031 Value ($000) $3,218 Avg Close — Range —
Q4 2014
Shares 70,188 Value ($000) $3,403 Avg Close — Range —
Q3 2014
Shares 71,193 Value ($000) $3,210 Avg Close — Range —
Q2 2014
Shares 78,319 Value ($000) $3,495 Avg Close — Range —
Q1 2014
Shares 72,413 Value ($000) $3,118 Avg Close — Range —
Q4 2013
Shares 124,538 Value ($000) $5,353 Avg Close — Range —
Q3 2013
Shares 57,475 Value ($000) $2,287 Avg Close — Range —
Q2 2013
Shares 137,552 Value ($000) $5,456 Avg Close — Range —