Icon Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$306K Sell
2,618
-20
-0.8% -$2.34K 0.02% 321
2025
Q4
$315K Sell
2,638
-142
-5% -$16.8K 0.02% 307
2025
Q3
$333K Hold
2,780
0.02% 304
2025
Q2
$302K Hold
2,780
0.02% 311
2025
Q1
$274K Sell
2,780
-44
-2% -$4.77K 0.02% 298
2024
Q4
$317K Sell
2,824
-142
-5% -$15.2K 0.03% 292
2024
Q3
$297K Buy
+2,966
New +$277K 0.02% 297
2024
Q2
Sell
-3,060
Closed -$281K 506
2024
Q1
$281K Hold
3,060
0.03% 293
2023
Q4
$274K Buy
+3,060
New +$253K 0.03% 276
2022
Q4
$221K Buy
3,420
+242
+8% +$16.9K 0.03% 294
2022
Q3
$226K Buy
+3,178
New +$249K 0.03% 278

Other funds holding XLY

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

Icon Wealth Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.76% in Q1 2026, selling an estimated $2.34K and leaving 2,618 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #321.

Icon Wealth Advisors first reported a position in XLY in Q3 2022 and has held it in 11 quarters since. The position peaked at $333K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Icon Wealth Advisors held 2,618 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $306K as of Q1 2026.
  • Icon Wealth Advisors sold 20 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $2.34K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #321 holding.
  • Icon Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2022 and has held it in 11 quarters since.
  • Icon Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $333K in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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