Energy Select Sector SPDR shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Intercontinental Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $254k | 3.1k | 81.17 |
| 2023-03-31 | $262k | 3.2k | 82.83 |
| 2022-12-31 | $452k | 5.2k | 87.47 |
| 2022-09-30 | $344k | 4.8k | 71.97 |
| 2022-06-30 | $329k | 4.6k | 71.46 |
| 2022-03-31 | $337k | 4.4k | 76.52 |
| 2021-12-31 | $253k | 4.6k | 55.43 |
| 2020-09-30 | $38k | 643 | 59.10 |
| 2020-06-30 | $41k | 642 | 63.86 |
| 2020-03-31 | $42k | 641 | 65.52 |
| 2019-12-31 | $28k | 515 | 54.37 |
| 2019-09-30 | $38k | 643 | 59.10 |
| 2019-06-30 | $41k | 642 | 63.86 |
| 2019-03-31 | $42k | 641 | 65.52 |
| 2018-12-31 | $37k | 641 | 57.72 |
More positions owned by Intercontinental Wealth Advisors
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