Icon Wealth Advisors, LLC Financial Sector Spdr Transaction History

Icon Wealth Advisors, LLC

$1.18 Billion
Q1 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 10,966 shares of XLF stock, worth $586,023. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,966

Previous 7,368 48.83%

Holding current value

$586,023

Previous $356,000 53.37%

% of portfolio

0.05%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$47.32 - $52.19 $170,257 - $187,779	3,598 Added 48.83%	10,966 $546,000
Q4 2024 Feb 14, 2025	SELL	$44.89 - $51.34 $21,547 - $24,643	-480 Reduced 6.12%	7,368 $356,000
Q3 2024 Nov 14, 2024	BUY	$40.84 - $45.74 $265,174 - $296,989	6,493 Added 479.19%	7,848 $355,000
Q3 2024 Nov 12, 2024	BUY	$40.84 - $45.74 $55,338 - $61,977	1,355 New	1,355 $61,000
Q4 2023 Feb 14, 2024	SELL	$31.45 - $37.72 $56,043 - $67,217	-1,782 Reduced 17.58%	8,352 $314,000
Q4 2022 Feb 14, 2023	BUY	$30.29 - $36.31 $20,990 - $25,162	693 Added 7.34%	10,134 $346,000
Q3 2022 Jan 25, 2023	BUY	$30.36 - $35.81 $286,628 - $338,082	9,441 New	9,441 $287,000

Others Institutions Holding XLF

# of Institutions

2,112

Shares Held

1.01B

Call Options Held

180M

Put Options Held

247M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Icon Wealth Advisors, LLC Financial Sector Spdr Transaction History