Icon Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Icon Wealth Advisors, LLC

$1.18 Billion
Q1 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 7,545 shares of XLI stock, worth $1.15 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,545

Previous 6,363 18.58%

Holding current value

$1.15 Million

Previous $838,000 17.9%

% of portfolio

0.08%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$128.78 - $141.67 $152,217 - $167,453	1,182 Added 18.58%	7,545 $988,000
Q4 2024 Feb 14, 2025	SELL	$131.76 - $143.99 $9,354 - $10,223	-71 Reduced 1.1%	6,363 $838,000
Q3 2024 Nov 14, 2024	BUY	$120.56 - $135.44 $639,329 - $718,238	5,303 Added 468.88%	6,434 $871,000
Q3 2024 Nov 12, 2024	SELL	$120.56 - $135.44 $426,661 - $479,322	-3,539 Reduced 75.78%	1,131 $153,000
Q2 2024 Aug 14, 2024	SELL	$120.47 - $125.94 $224,435 - $234,626	-1,863 Reduced 28.52%	4,670 $569,000
Q1 2024 May 15, 2024	BUY	$110.23 - $125.96 $1,212 - $1,385	11 Added 0.17%	6,533 $822,000
Q4 2023 Feb 14, 2024	BUY	$96.44 - $114.13 $2,121 - $2,510	22 Added 0.34%	6,522 $743,000
Q4 2022 Feb 14, 2023	BUY	$84.74 - $102.33 $8,389 - $10,130	99 Added 1.55%	6,500 $638,000
Q3 2022 Jan 25, 2023	BUY	$82.84 - $100.53 $530,258 - $643,492	6,401 New	6,401 $530,000

Others Institutions Holding XLI

# of Institutions

1,589

Shares Held

137M

Call Options Held

20.8M

Put Options Held

54.9M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Icon Wealth Advisors, LLC Industrial Sector Spdr Transaction History