Financial Select Sector SPDR shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $917k | 17k | 53.87 |
| 2025-06-30 | $892k | 17k | 52.37 |
| 2025-03-31 | $546k | 11k | 49.81 |
| 2024-12-31 | $356k | 7.4k | 48.33 |
| 2024-09-30 | $356k | 7.8k | 45.32 |
| 2024-03-31 | $352k | 8.4k | 42.12 |
| 2023-12-31 | $314k | 8.4k | 37.60 |
| 2022-12-31 | $347k | 10k | 34.20 |
| 2022-09-30 | $287k | 9.4k | 30.40 |