Icon Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $560K | Sell |
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|
2025
Q4 | $922K | Sell |
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2025
Q3 | $917K | Sell |
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2025
Q2 | $892K | Buy |
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2025
Q1 | $546K | Buy |
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|
2024
Q4 | $356K | Sell |
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2024
Q3 | $356K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $352K | Hold |
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2023
Q4 | $314K | Buy |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $287K | Buy |
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