Energy Select Sector SPDR shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Icon Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $146k | 1.6k | 90.38 |
2023-06-30 | $137k | 1.7k | 81.18 |
2023-03-31 | $139k | 1.7k | 82.85 |
2019-03-31 | $50k | 760 | 65.79 |
2018-06-30 | $58k | 760 | 76.32 |
2017-12-31 | $131k | 1.8k | 72.18 |