Financial Select Sector SPDR shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $294k | 8.9k | 33.17 |
| 2023-06-30 | $316k | 9.4k | 33.71 |
| 2023-03-31 | $388k | 12k | 32.15 |
| 2022-03-31 | $361k | 9.4k | 38.35 |
| 2021-12-31 | $367k | 9.4k | 39.03 |
| 2021-09-30 | $366k | 9.8k | 37.48 |
| 2021-06-30 | $281k | 7.7k | 36.67 |
| 2021-03-31 | $261k | 7.7k | 34.06 |
| 2019-03-31 | $27k | 1.1k | 25.71 |
| 2018-06-30 | $28k | 1.1k | 26.67 |