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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

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Quarterly 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

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Ishares Msci Eafe Growth Etf Etf (EFG)
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Ishares Msci Usa Quality Factor Etf Etf (QUAL)
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Enterprise Prods Partners Stock (EPD)
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View all positions for Icon Wealth Partners

Top funds holding Energy Select Sector SPDR

Susquehanna International
Jane Street
Millennium Management
Royal Bank of Canada
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Barclays
Tudor Investment Corporation
Jpmorgan Chase & Co
Elliott Investment Management
Citadel Advisors
LPL Financial
Peak6
Balyasny Asset Management

View all funds holding Energy Select Sector SPDR