Health Care SPDR shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Health Care SPDR
Tip: Access up to 7 years of quarterly data
All positions including Health Care SPDR held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $324k | 2.5k | 128.74 |
2023-06-30 | $352k | 2.6k | 132.73 |
2023-03-31 | $343k | 2.6k | 129.46 |
2022-03-31 | $329k | 2.4k | 137.14 |
2021-12-31 | $338k | 2.4k | 140.89 |
2021-09-30 | $316k | 2.5k | 127.37 |
2021-06-30 | $335k | 2.7k | 126.08 |
2021-03-31 | $310k | 2.7k | 116.67 |
2019-03-31 | $8.0k | 89 | 89.89 |
2018-09-30 | $484k | 5.1k | 95.13 |
2018-06-30 | $7.0k | 89 | 78.65 |
2017-12-31 | $7.0k | 89 | 78.65 |