Consumer Staples Select Sect. SPDR shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Consumer Staples Select Sect. SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Staples Select Sect. SPDR held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Consumer Staples Select Sect. SPDR by Integrated Wealth Concepts
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $11M | 129k | 83.00 |
2024-06-30 | $8.9M | 117k | 76.58 |
2024-03-31 | $8.9M | 116k | 76.36 |
2023-09-30 | $8.5M | 123k | 68.81 |
2023-06-30 | $8.4M | 113k | 74.17 |
2023-03-31 | $7.8M | 105k | 74.71 |
2022-12-31 | $3.0M | 40k | 74.55 |
2022-09-30 | $2.4M | 36k | 66.73 |
2022-06-30 | $5.0M | 69k | 72.18 |
2022-03-31 | $4.1M | 55k | 75.89 |
2021-12-31 | $1.2M | 15k | 77.13 |
2021-09-30 | $940k | 14k | 68.86 |
2021-06-30 | $740k | 11k | 70.01 |
2021-03-31 | $566k | 8.3k | 68.35 |
2020-12-31 | $384k | 5.7k | 67.51 |
2020-09-30 | $1.2M | 20k | 64.09 |
2020-06-30 | $1.2M | 20k | 58.62 |
2020-03-31 | $235k | 4.3k | 54.49 |
2019-12-31 | $269k | 4.3k | 62.88 |
2019-09-30 | $287k | 4.7k | 61.51 |
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