SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 107,891 Value ($000) $5,909 Avg Close Range
Q3 2025
Shares 105,903 Value ($000) $5,705 Avg Close Range
Q2 2025
Shares 107,475 Value ($000) $5,628 Avg Close Range
Q1 2025
Shares 107,704 Value ($000) $5,365 Avg Close Range
Q4 2024
Shares 110,130 Value ($000) $5,323 Avg Close Range
Q3 2024
Shares 112,460 Value ($000) $5,097 Avg Close Range
Q2 2024
Shares 112,007 Value ($000) $4,605 Avg Close Range
Q1 2024
Shares 112,148 Value ($000) $4,724 Avg Close Range
Q4 2023
Shares 112,909 Value ($000) $4,245 Avg Close Range
Q3 2023
Shares 106,737 Value ($000) $3,540 Avg Close Range
Q2 2023
Shares 107,323 Value ($000) $3,618 Avg Close Range
Q1 2023
Shares 106,386 Value ($000) $3,420 Avg Close Range
Q4 2022
Shares 107,479 Value ($000) $3,676 Avg Close Range
Q3 2022
Shares 89,067 Value ($000) $2,704 Avg Close Range
Q2 2022
Shares 88,011 Value ($000) $2,768 Avg Close Range
Q1 2022
Shares 86,398 Value ($000) $3,311 Avg Close Range
Q4 2021
Shares 85,126 Value ($000) $3,324 Avg Close Range
Q3 2021
Shares 82,290 Value ($000) $3,088 Avg Close Range
Q2 2021
Shares 78,123 Value ($000) $2,866 Avg Close Range
Q1 2021
Shares 77,202 Value ($000) $2,629 Avg Close Range
Q4 2020
Shares 71,556 Value ($000) $2,109 Avg Close Range
Q3 2020
Shares 72,499 Value ($000) $1,745 Avg Close Range
Q2 2020
Shares 72,117 Value ($000) $1,669 Avg Close Range
Q1 2020
Shares 69,879 Value ($000) $1,455 Avg Close Range
Q4 2019
Shares 75,266 Value ($000) $2,317 Avg Close Range
Q3 2019
Shares 76,848 Value ($000) $2,152 Avg Close Range
Q2 2019
Shares 78,694 Value ($000) $2,172 Avg Close Range
Q1 2019
Shares 77,342 Value ($000) $1,988 Avg Close Range
Q4 2018
Shares 69,264 Value ($000) $1,650 Avg Close Range
Q3 2018
Shares 73,627 Value ($000) $2,070 Avg Close Range
Q2 2018
Shares 78,574 Value ($000) $2,080 Avg Close Range
Q1 2018
Shares 77,688 Value ($000) $2,120 Avg Close Range
Q4 2017
Shares 78,832 Value ($000) $2,219 Avg Close Range
Q3 2017
Shares 75,745 Value ($000) $1,958 Avg Close Range
Q2 2017
Shares 76,627 Value ($000) $1,865 Avg Close Range
Q4 2015
Shares 48,090 Value ($000) $1,146 Avg Close Range
Q2 2015
Shares 45,734 Value ($000) $1,115 Avg Close Range
Q1 2015
Shares 71,907 Value ($000) $1,734 Avg Close Range
Q4 2014
Shares 71,900 Value ($000) $1,778 Avg Close Range
Q3 2014
Shares 56,989 Value ($000) $1,323 Avg Close Range
Q2 2014
Shares 61,322 Value ($000) $1,394 Avg Close Range
Q1 2014
Shares 102,367 Value ($000) $2,287 Avg Close Range
Q4 2013
Shares 98,128 Value ($000) $2,145 Avg Close Range
Q3 2013
Shares 44,395 Value ($000) $884 Avg Close Range
Q2 2013
Shares 34,980 Value ($000) $680 Avg Close Range