Icon Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,366
Closed -$185K 532
2025
Q3
$185K Hold
2,366
0.01% 383
2025
Q2
$192K Hold
2,366
0.01% 377
2025
Q1
$193K Sell
2,366
-33
-1% -$2.63K 0.02% 359
2024
Q4
$189K Sell
2,399
-81
-3% -$6.58K 0.02% 380
2024
Q3
$206K Buy
2,480
+201
+9% +$16.1K 0.02% 352
2024
Q2
$177K Sell
2,279
-309
-12% -$23.6K 0.02% 350
2024
Q1
$198K Sell
2,588
-891
-26% -$65.9K 0.02% 338
2023
Q4
$251K Buy
+3,479
New +$241K 0.03% 291
2022
Q4
$216K Buy
2,893
+263
+10% +$19.2K 0.02% 299
2022
Q3
$176K Buy
+2,630
New +$193K 0.02% 313

Other funds holding XLP

Icon Wealth Advisors's XLP Position: Q4 2025 in Review

Icon Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 2,366 shares — an estimated $185K sold.

Icon Wealth Advisors first reported a position in XLP in Q3 2022 and held it in 10 quarters. The position peaked at $251K in Q4 2023. 1,215 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

  • Icon Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,366 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $185K.
  • Icon Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2022 and held it in 10 quarters.
  • Icon Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $251K in Q4 2023.
  • 1,215 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.