Icon Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Icon Wealth Advisors's XLF Position: Q2 2026 in Review
Icon Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.11% in Q2 2026, buying an estimated $624 and bringing the position to 10,797 shares worth $579K. The position accounts for 0.03% of the portfolio, ranked #258.
Icon Wealth Advisors first reported a position in XLF in Q3 2022 and has held it in 12 quarters since. The position peaked at $922K in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Icon Wealth Advisors held 10,797 shares of State Street Financial Select Sector SPDR ETF worth $579K as of Q2 2026.
- Icon Wealth Advisors bought 12 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $624.
- State Street Financial Select Sector SPDR ETF made up 0.03% of Icon Wealth Advisors's portfolio in Q2 2026, its #258 holding.
- Icon Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2022 and has held it in 12 quarters since.
- Icon Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $922K in Q4 2025.
- 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.