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

Icon Wealth Advisors, LLC

$1.19 Billion
Q4 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 1,412 shares of XLY stock, worth $261,784. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,412

Previous 1,483 4.79%

Holding current value

$261,784

Previous $297,000 6.4%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$194.8 - $239.43 $13,830 - $16,999	-71 Reduced 4.79%	1,412 $316,000
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

1,449

Shares Held

81.9M

Call Options Held

7.57M

Put Options Held

18.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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