Consumer Discretionary SPDR shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Consumer Discretionary SPDR by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $251k | 1.6k | 160.98 |
| 2023-06-30 | $279k | 1.6k | 169.81 |
| 2023-03-31 | $245k | 1.6k | 149.54 |
| 2022-03-31 | $294k | 1.6k | 185.02 |
| 2021-12-31 | $325k | 1.6k | 204.53 |
| 2021-09-30 | $295k | 1.6k | 179.55 |
| 2021-06-30 | $314k | 1.8k | 178.51 |
| 2021-03-31 | $296k | 1.8k | 168.28 |
| 2019-03-31 | $7.0k | 59 | 118.64 |
| 2018-09-30 | $372k | 3.2k | 117.09 |
| 2018-06-30 | $6.0k | 59 | 101.69 |
| 2017-12-31 | $6.0k | 59 | 101.69 |