Icon Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Buy
2025 Q1	$823K	Buy
2024 Q4	$868K	Sell
2024 Q3	$858K	Buy
2024 Q2	–	Sell
2024 Q1	$771K	Hold
2023 Q4	$713K	Buy
2022 Q4	$569K	Buy
2022 Q3	$501K	Buy