SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

Icon Wealth Advisors, LLC's Holding History (CIK: 0001963212)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,638 Value ($000) $315 Avg Close — Range —
Q3 2025
Shares 1,390 Value ($000) $333 Avg Close — Range —
Q2 2025
Shares 1,390 Value ($000) $302 Avg Close — Range —
Q1 2025
Shares 1,390 Value ($000) $274 Avg Close — Range —
Q4 2024
Shares 1,412 Value ($000) $317 Avg Close — Range —
Q3 2024
Shares 1,483 Value ($000) $297 Avg Close — Range —
Q1 2024
Shares 1,530 Value ($000) $281 Avg Close — Range —
Q4 2023
Shares 1,530 Value ($000) $274 Avg Close — Range —
Q4 2022
Shares 1,710 Value ($000) $221 Avg Close — Range —
Q3 2022
Shares 1,589 Value ($000) $0 Avg Close — Range —