Icon Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.19M Buy
7,488
+1
+0% +$141 0.08% 154
2025
Q4
$1.08M Sell
7,487
-499
-6% -$72.1K 0.07% 166
2025
Q3
$1.13M Buy
7,986
+16
+0.2% +$2.12K 0.08% 169
2025
Q2
$1.01M Buy
7,970
+2
+0% +$222 0.07% 165
2025
Q1
$823K Buy
7,968
+500
+7% +$56.7K 0.07% 165
2024
Q4
$868K Sell
7,468
-130
-2% -$15.1K 0.07% 157
2024
Q3
$858K Buy
+7,598
New +$834K 0.07% 154
2024
Q2
Sell
-7,404
Closed -$771K 504
2024
Q1
$771K Hold
7,404
0.07% 156
2023
Q4
$713K Buy
+7,404
New +$659K 0.07% 150
2022
Q4
$569K Buy
9,152
+714
+8% +$45.3K 0.07% 180
2022
Q3
$501K Buy
+8,438
New +$576K 0.06% 186

Other funds holding XLK

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

Icon Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.01% in Q1 2026, buying an estimated $141 and bringing the position to 7,488 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #154.

Icon Wealth Advisors first reported a position in XLK in Q3 2022 and has held it in 11 quarters since. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Icon Wealth Advisors held 7,488 shares of State Street Technology Select Sector SPDR ETF worth $1.19M as of Q1 2026.
  • Icon Wealth Advisors bought 1 State Street Technology Select Sector SPDR ETF share in Q1 2026, an estimated $141.
  • State Street Technology Select Sector SPDR ETF made up 0.08% of Icon Wealth Advisors's portfolio in Q1 2026, its #154 holding.
  • Icon Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2022 and has held it in 11 quarters since.
  • 2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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