Icon Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$560K	Sell	10,785 -6,041	-36%	-$315K	0.04%	243
2025 Q4	$922K	Sell	16,826 -204	-1%	-$10.9K	0.06%	180
2025 Q3	$917K	Sell	17,030 -8	-0%	-$424	0.06%	189
2025 Q2	$892K	Buy	17,038 +6,072	+55%	+$301K	0.06%	182
2025 Q1	$546K	Buy	10,966 +3,598	+49%	+$180K	0.04%	209
2024 Q4	$356K	Sell	7,368 -480	-6%	-$23.2K	0.03%	271
2024 Q3	$356K	Buy	+7,848	New	+$342K	0.03%	264
2024 Q2	–	Sell	-8,352	Closed	-$352K	–	503
2024 Q1	$352K	Hold	8,352	–	–	0.03%	253
2023 Q4	$314K	Buy	+8,352	New	+$289K	0.03%	262
2022 Q4	$347K	Buy	10,134 +693	+7%	+$23.4K	0.04%	231
2022 Q3	$287K	Buy	+9,441	New	+$312K	0.03%	248

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Icon Wealth Advisors's XLF Position: Q1 2026 in Review

Icon Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 36% in Q1 2026, selling an estimated $315K and leaving 10,785 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #243.

Icon Wealth Advisors first reported a position in XLF in Q3 2022 and has held it in 11 quarters since. The position peaked at $922K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Icon Wealth Advisors held 10,785 shares of State Street Financial Select Sector SPDR ETF worth $560K as of Q1 2026.
Icon Wealth Advisors sold 6,041 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $315K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Icon Wealth Advisors's portfolio in Q1 2026, its #243 holding.
Icon Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2022 and has held it in 11 quarters since.
Icon Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $922K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.