Icon Wealth Advisors, LLC Technology Sector Spdr Transaction History

Icon Wealth Advisors, LLC

$1.18 Billion
Q1 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 3,984 shares of XLK stock, worth $925,801. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,984

Previous 3,734 6.7%

Holding current value

$925,801

Previous $868,000 5.3%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$206.38 - $242.18 $51,595 - $60,545	250 Added 6.7%	3,984 $822,000
Q4 2024 Feb 14, 2025	SELL	$220.26 - $241.44 $14,316 - $15,693	-65 Reduced 1.71%	3,734 $868,000
Q3 2024 Nov 14, 2024	BUY	$197.34 - $237.68 $667,995 - $804,546	3,385 Added 817.63%	3,799 $857,000
Q3 2024 Nov 12, 2024	BUY	$197.34 - $237.68 $81,698 - $98,399	414 New	414 $93,000
Q4 2023 Feb 14, 2024	SELL	$160.19 - $193.07 $140,006 - $168,743	-874 Reduced 19.1%	3,702 $712,000
Q4 2022 Feb 14, 2023	BUY	$116.56 - $136.15 $41,611 - $48,605	357 Added 8.46%	4,576 $569,000
Q3 2022 Jan 25, 2023	BUY	$118.78 - $151.56 $501,132 - $639,431	4,219 New	4,219 $501,000

Others Institutions Holding XLK

# of Institutions

2,406

Shares Held

177M

Call Options Held

9.73M

Put Options Held

15.2M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Icon Wealth Advisors, LLC Technology Sector Spdr Transaction History