Financial Select Sector SPDR shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Intercontinental Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by Intercontinental Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $398k | 12k | 33.71 |
2023-03-31 | $384k | 12k | 32.15 |
2022-12-31 | $342k | 10k | 34.20 |
2022-09-30 | $298k | 9.8k | 30.32 |
2022-06-30 | $303k | 9.6k | 31.45 |
2022-03-31 | $369k | 9.6k | 38.30 |
2021-12-31 | $480k | 12k | 39.02 |
2021-09-30 | $262k | 7.0k | 37.59 |
2021-06-30 | $256k | 7.0k | 36.73 |
2021-03-31 | $237k | 7.0k | 34.00 |
2020-12-31 | $226k | 7.7k | 29.42 |
2020-09-30 | $200k | 7.1k | 28.03 |
2020-06-30 | $197k | 7.1k | 27.61 |
2020-03-31 | $183k | 7.1k | 25.65 |
2019-12-31 | $186k | 6.0k | 31.00 |
2019-09-30 | $200k | 7.1k | 28.03 |
2019-06-30 | $197k | 7.1k | 27.61 |
2019-03-31 | $183k | 7.1k | 25.65 |
2018-12-31 | $170k | 7.1k | 23.83 |
2017-09-30 | $221k | 8.6k | 25.85 |
2017-06-30 | $228k | 9.2k | 24.70 |
2017-03-31 | $219k | 9.2k | 23.73 |
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