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
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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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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