Independence Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
PPFA
Independence Advisors's XLE Position: Q3 2020 in Review
Independence Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.7% in Q3 2020, buying an estimated $675 and bringing the position to 2,314 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #132.
Independence Advisors first reported a position in XLE in Q4 2019 and has held it in 4 quarters since. The position peaked at $47K in Q4 2019. 753 funds tracked by Wall St. Rank hold XLE as of Q3 2020.
- Independence Advisors held 2,314 shares of State Street Energy Select Sector SPDR ETF worth $35K as of Q3 2020.
- Independence Advisors bought 38 State Street Energy Select Sector SPDR ETF shares in Q3 2020, an estimated $675.
- State Street Energy Select Sector SPDR ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #132 holding.
- Independence Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 4 quarters since.
- Independence Advisors's State Street Energy Select Sector SPDR ETF position peaked at $47K in Q4 2019.
- 753 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2020.
Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.