Icon Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History

Icon Wealth Advisors, LLC

$1.37 Billion
Q3 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,366 shares of XLP stock, worth $179,910. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,366

Previous 2,366 -0.0%

Holding current value

$179,910

Previous $179,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	N/A	-33 Reduced 1.38%	2,366 $179,000
Q4 2024 Feb 14, 2025	SELL	N/A	-81 Reduced 3.27%	2,399 $182,000
Q3 2024 Nov 14, 2024	SELL	$76.04 - $76.04 $73,530 - $73,530	-967 Reduced 28.05%	2,480 $188,000
Q3 2024 Nov 12, 2024	BUY	$76.04 - $76.04 $88,814 - $88,814	1,168 Added 51.25%	3,447 $262,000
Q2 2024 Aug 14, 2024	SELL	$73.08 - $78.4 $22,581 - $24,225	-309 Reduced 11.94%	2,279 $174,000

Q1 2024 May 15, 2024	SELL	$71.59 - $76.36 $63,786 - $68,036	-891 Reduced 25.61%	2,588 $197,000
Q4 2023 Feb 14, 2024	BUY	$66.22 - $72.3 $38,804 - $42,367	586 Added 20.26%	3,479 $250,000
Q4 2022 Feb 14, 2023	BUY	$71.53 - $77.19 $18,812 - $20,300	263 Added 10.0%	2,893 $215,000
Q3 2022 Jan 25, 2023	BUY	N/A	2,630 New	2,630 $176,000

Others Institutions Holding XLP

# of Institutions

1,383

Shares Held

205M

Call Options Held

5.46M

Put Options Held

43.2M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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Icon Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History