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

Icon Wealth Partners’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$229K	Buy	3,323 +280	+9%	+$20.5K	0.03%	264
2023 Q2	$226K	Hold	3,043	–	–	0.02%	298
2023 Q1	$227K	Buy	+3,043	New	+$223K	0.02%	299
2022 Q1	–	Sell	-2,618	Closed	-$202K	–	357
2021 Q4	$202K	Buy	+2,618	New	+$190K	0.02%	313
2019 Q2	–	Sell	-110	Closed	-$6K	–	787
2019 Q1	$6K	Buy	+110	New	+$5.88K	﹤0.01%	745
2018 Q4	–	Sell	-7,599	Closed	-$410K	–	263
2018 Q3	$410K	Buy	7,599 +7,489	+6,808%	+$402K	0.17%	96
2018 Q2	$6K	Buy	+110	New	+$5.59K	﹤0.01%	747
2018 Q1	–	Sell	-110	Closed	-$6K	–	743
2017 Q4	$6K	Buy	+110	New	+$6.04K	﹤0.01%	766

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Icon Wealth Partners's XLP Position: Q3 2023 in Review

Icon Wealth Partners increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 9.2% in Q3 2023, buying an estimated $20.5K and bringing the position to 3,323 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #264.

Icon Wealth Partners first reported a position in XLP in Q4 2017 and has held it in 8 quarters since. The position peaked at $410K in Q3 2018. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Icon Wealth Partners held 3,323 shares of State Street Consumer Staples Select Sector SPDR ETF worth $229K as of Q3 2023.
Icon Wealth Partners bought 280 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $20.5K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Icon Wealth Partners's portfolio in Q3 2023, its #264 holding.
Icon Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 8 quarters since.
Icon Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $410K in Q3 2018.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.