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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

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Intercontinental Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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