SEC 13F Intelligence

Ica Group Wealth Management, LLC / XLV

Ica Group Wealth Management, LLC’s Select Sector Spdr Tr Position

Does Ica Group Wealth Management, LLC own Select Sector Spdr Tr (XLV)? Yes — 14.4K shares worth $2M (+1.26% of its 13F portfolio) as of Q2 2024, down from 42.3K shares the prior filed quarter.

Position Value
$2M
Q2 2024
Shares
14.4K
% of Portfolio
+1.26%
Quarters Held
5
currently held

Position History XLV

Reported value by quarter
Q4 ’22: $179,927Q4 ’22Q1 ’23: $40,004Q1 ’23Q2 ’23: $173,229Q2 ’23Q1 ’24: $6MQ1 ’24Q2 ’24: $2MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202414.4K$2M+1.26%
Q1 202442.3K$6M+1.25%
Q2 20231.3K$173,229+0.04%
Q1 2023309$40,004+0.01%
Q4 20221.3K$179,927+0.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ica Group Wealth Management, LLC’s full portfolio or all institutional holders of XLV.