SIMON QUICK ADVISORS, LLC's ownership history for XLF

SIMON QUICK ADVISORS, LLC currently holds 302.0K shares with a market value of $14.9M. It started holding XLF on 2024-09-30. At its peak, it held 302.0K shares on 2026-03-31. Its highest holding value was $15.2M on 2025-09-30. At its lowest, it held 25.6K shares on 2024-09-30, with a value of $1.2M on 2024-09-30. In the recent 180 days, SIMON QUICK ADVISORS, LLC has increased its shares by 19.3K. In the recent year, SIMON QUICK ADVISORS, LLC has increased its shares by 274.0K.