Icon Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32M	Buy	7,110 +26	+0.4%	+$4.52K	0.08%	157
2026 Q1	$1.2M	Buy	7,084 +15	+0.2%	+$2.52K	0.08%	153
2025 Q4	$1.1M	Sell	7,069 -315	-4%	-$48.5K	0.07%	165
2025 Q3	$1.14M	Buy	7,384 +23	+0.3%	+$3.48K	0.08%	166
2025 Q2	$1.09M	Sell	7,361 -184	-2%	-$25.1K	0.08%	160
2025 Q1	$989K	Buy	7,545 +1,182	+19%	+$160K	0.08%	150
2024 Q4	$838K	Sell	6,363 -71	-1%	-$9.79K	0.07%	161
2024 Q3	$871K	Buy	6,434 +1,764	+38%	+$224K	0.07%	153
2024 Q2	$597K	Sell	4,670 -1,863	-29%	-$230K	0.05%	188
2024 Q1	$823K	Buy	6,533 +11	+0.2%	+$1.29K	0.08%	151
2023 Q4	$743K	Buy	+6,522	New	+$685K	0.08%	147
2022 Q4	$638K	Buy	6,500 +99	+2%	+$9.43K	0.07%	171
2022 Q3	$530K	Buy	+6,401	New	+$589K	0.06%	183

Other funds holding XLI

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Icon Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.37% in Q2 2026, buying an estimated $4.52K and bringing the position to 7,110 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #157.

Icon Wealth Advisors first reported a position in XLI in Q3 2022 and has held it in 13 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Icon Wealth Advisors held 7,110 shares of State Street Industrial Select Sector SPDR ETF worth $1.32M as of Q2 2026.
Icon Wealth Advisors bought 26 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.52K.
State Street Industrial Select Sector SPDR ETF made up 0.08% of Icon Wealth Advisors's portfolio in Q2 2026, its #157 holding.
Icon Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2022 and has held it in 13 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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