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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$917K	Sell
2025 Q2	$892K	Buy
2025 Q1	$546K	Buy
2024 Q4	$356K	Sell
2024 Q3	$356K	Buy
2024 Q2	–	Sell
2024 Q1	$352K	Hold
2023 Q4	$314K	Buy
2022 Q4	$347K	Buy
2022 Q3	$287K	Buy