Independence Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Independence Advisors’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$33K	Hold	1,038	–	–	0.01%	133
2020 Q2	$29K	Hold	1,038	–	–	0.01%	131
2020 Q1	$23K	Hold	1,038	–	–	0.01%	124
2019 Q4	$32K	Buy	+1,038	New	+$30.7K	0.01%	129

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Independence Advisors's XLB Position: Q3 2020 in Review

Independence Advisors held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q3 2020 at 1,038 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #133.

Independence Advisors first reported a position in XLB in Q4 2019 and has held it in 4 quarters since. 511 funds tracked by Wall St. Rank hold XLB as of Q3 2020.

Independence Advisors held 1,038 shares of State Street Materials Select Sector SPDR ETF worth $33K as of Q3 2020.
Independence Advisors left its State Street Materials Select Sector SPDR ETF share count unchanged in Q3 2020.
State Street Materials Select Sector SPDR ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #133 holding.
Independence Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2019 and has held it in 4 quarters since.
511 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.