SELECT SECTOR SPDR TR

Ticker: XLC CUSIP: 81369Y852 Class: COMMUNICATION

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

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

Q4 2025
Shares 11,014 Value ($000) $1,297 Avg Close — Range —
Q3 2025
Shares 9,673 Value ($000) $1,145 Avg Close — Range —
Q2 2025
Shares 9,942 Value ($000) $1,079 Avg Close — Range —
Q1 2025
Shares 8,777 Value ($000) $847 Avg Close — Range —
Q4 2024
Shares 6,828 Value ($000) $661 Avg Close — Range —
Q3 2024
Shares 5,630 Value ($000) $509 Avg Close — Range —
Q2 2024
Shares 5,092 Value ($000) $436 Avg Close — Range —
Q1 2024
Shares 4,553 Value ($000) $372 Avg Close — Range —
Q4 2023
Shares 3,790 Value ($000) $275 Avg Close — Range —
Q3 2021
Shares 3,433 Value ($000) $275 Avg Close — Range —
Q2 2021
Shares 3,903 Value ($000) $316 Avg Close — Range —
Q1 2021
Shares 3,921 Value ($000) $288 Avg Close — Range —
Q4 2020
Shares 4,646 Value ($000) $314 Avg Close — Range —
Q3 2020
Shares 4,562 Value ($000) $271 Avg Close — Range —
Q2 2020
Shares 4,881 Value ($000) $264 Avg Close — Range —
Q1 2020
Shares 5,406 Value ($000) $239 Avg Close — Range —
Q4 2019
Shares 6,089 Value ($000) $327 Avg Close — Range —
Q3 2019
Shares 6,917 Value ($000) $343 Avg Close — Range —
Q2 2019
Shares 6,856 Value ($000) $337 Avg Close — Range —