Icon Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 199,290 shares of XLY stock, worth $43 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
199,290
Holding current value
$43 Million
% of portfolio
1.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$170.05 - $200.86 $33.6 Million - $39.7 Million
-197,807 Reduced 99.26%
1,483 $297,000
Q3 2024

Nov 12, 2024
BUY
$170.05 - $200.86 $33.9 Million - $40 Million
199,290 New
199,290 $39.9 Million
Q4 2023

Feb 14, 2024
SELL
$148.04 - $181.41 $26,647 - $32,653
-180 Reduced 10.53%
1,530 $273,000
Q4 2022

Feb 14, 2023
BUY
$126.26 - $147.57 $15,277 - $17,855
121 Added 7.61%
1,710 $220,000
Q3 2022

Jan 25, 2023
BUY
$140.01 - $172.97 $222,475 - $274,849
1,589 New
1,589 $226,000

Others Institutions Holding XLY

# of Institutions
1,293
Shares Held
76.7M
Call Options Held
7.35M
Put Options Held
18M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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