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Consumer Discretionary SPDR shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Discretionary SPDR by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $115M 199k 576.82
2024-03-31 $281k 1.5k 183.89
2023-12-31 $274k 1.5k 178.81
2022-12-31 $221k 1.7k 129.16
2022-09-30 $226k 1.6k 142.23

More positions owned by Icon Wealth Advisors

Consumer Discretionary Select Sector Spdr Fund Etf (XLY)
Visa Inc Com Cl A Stock (V)
Procter And Gamble Stock (PG)
Costar Group Stock (CSGP)
Jpmorgan Betabuilders Japan Etf Etf (BBJP)
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)
Enlink Midstream Llc Com Unit Rep Stock (ENLC)
Alibaba Group Hldg Adr (BABA)
Eaton Corp Stock (ETN)
Agnc Invt Corp Reit (AGNC)
Privia Health Group Stock (PRVA)
Morgan Stanley Stock (MS)
Automatic Data Processing Stock (ADP)

View all positions for Icon Wealth Advisors

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Barclays
Jpmorgan Chase & Co
Morgan Stanley
Millennium Management
Citadel Advisors
Wells Fargo & Company
Balyasny Asset Management
Envestnet Asset Management
Susquehanna International
Goldman Sachs Group
Raymond James & Associates
Green Harvest Asset Management
Bnp Paribas Arbitrage, Snc
Janney Montgomery Scott

View all funds holding Consumer Discretionary SPDR