Icon Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Icon Wealth Advisors’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$271K	Hold	2,532	–	–	0.02%	357
2026 Q1	$292K	Hold	2,532	–	–	0.02%	325
2025 Q4	$298K	Sell	2,532 -63	-2%	-$7.25K	0.02%	321
2025 Q3	$307K	Buy	2,595 +20	+0.8%	+$2.22K	0.02%	311
2025 Q2	$279K	Hold	2,575	–	–	0.02%	318
2025 Q1	$248K	Hold	2,575	–	–	0.02%	311
2024 Q4	$249K	Sell	2,575 -280	-10%	-$26.7K	0.02%	336
2024 Q3	$258K	Buy	+2,855	New	+$246K	0.02%	315
2024 Q2	–	Sell	-2,878	Closed	-$235K	–	502
2024 Q1	$235K	Hold	2,878	–	–	0.02%	320
2023 Q4	$209K	Buy	+2,878	New	+$198K	0.02%	315
2022 Q4	–	Sell	-3,266	Closed	-$156K	–	412
2022 Q3	$156K	Buy	+3,266	New	+$180K	0.02%	328

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Icon Wealth Advisors's XLC Position: Q2 2026 in Review

Icon Wealth Advisors held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 2,532 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #357.

Icon Wealth Advisors first reported a position in XLC in Q3 2022 and has held it in 11 quarters since. The position peaked at $307K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Icon Wealth Advisors held 2,532 shares of State Street Communication Services Select Sector SPDR ETF worth $271K as of Q2 2026.
Icon Wealth Advisors left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #357 holding.
Icon Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2022 and has held it in 11 quarters since.
Icon Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $307K in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.