SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 12,841 Value ($000) $548 Avg Close Range
Q3 2025
Shares 7,034 Value ($000) $613 Avg Close Range
Q2 2025
Shares 5,746 Value ($000) $469 Avg Close Range
Q1 2025
Shares 3,239 Value ($000) $255 Avg Close Range
Q4 2024
Shares 3,991 Value ($000) $302 Avg Close Range
Q3 2024
Shares 3,991 Value ($000) $322 Avg Close Range
Q2 2024
Shares 4,009 Value ($000) $273 Avg Close Range
Q1 2024
Shares 4,169 Value ($000) $274 Avg Close Range
Q4 2023
Shares 4,169 Value ($000) $264 Avg Close Range
Q3 2023
Shares 4,308 Value ($000) $254 Avg Close Range
Q2 2023
Shares 4,337 Value ($000) $284 Avg Close Range
Q1 2023
Shares 4,337 Value ($000) $294 Avg Close Range
Q4 2022
Shares 4,353 Value ($000) $307 Avg Close Range
Q3 2022
Shares 4,252 Value ($000) $279 Avg Close Range
Q2 2022
Shares 4,552 Value ($000) $319 Avg Close Range
Q1 2022
Shares 4,638 Value ($000) $345 Avg Close Range
Q4 2021
Shares 4,955 Value ($000) $355 Avg Close Range
Q3 2021
Shares 6,248 Value ($000) $399 Avg Close Range
Q2 2021
Shares 6,296 Value ($000) $398 Avg Close Range
Q1 2021
Shares 6,151 Value ($000) $394 Avg Close Range
Q4 2020
Shares 6,704 Value ($000) $420 Avg Close Range
Q3 2020
Shares 9,279 Value ($000) $551 Avg Close Range
Q2 2020
Shares 8,734 Value ($000) $493 Avg Close Range
Q1 2020
Shares 9,787 Value ($000) $542 Avg Close Range
Q4 2019
Shares 10,600 Value ($000) $685 Avg Close Range
Q3 2019
Shares 12,219 Value ($000) $791 Avg Close Range
Q2 2019
Shares 14,022 Value ($000) $836 Avg Close Range
Q1 2019
Shares 13,467 Value ($000) $783 Avg Close Range
Q4 2018
Shares 17,613 Value ($000) $932 Avg Close Range
Q4 2017
Shares 6,639 Value ($000) $350 Avg Close Range
Q3 2017
Shares 6,810 Value ($000) $361 Avg Close Range
Q2 2017
Shares 6,961 Value ($000) $361 Avg Close Range
Q2 2015
Shares 24,992 Value ($000) $1,036 Avg Close Range
Q1 2015
Shares 38,591 Value ($000) $1,715 Avg Close Range
Q4 2014
Shares 84,950 Value ($000) $4,011 Avg Close Range
Q3 2014
Shares 93,544 Value ($000) $3,932 Avg Close Range
Q2 2014
Shares 100,170 Value ($000) $4,434 Avg Close Range
Q1 2014
Shares 152,073 Value ($000) $6,305 Avg Close Range
Q4 2013
Shares 34,156 Value ($000) $1,297 Avg Close Range
Q3 2013
Shares 204 Value ($000) $8 Avg Close Range