Independence Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Independence Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$75K	Sell	3,127 -1,209	-28%	-$29.4K	0.02%	116
2020 Q2	$100K	Buy	4,336 +592	+16%	+$13.4K	0.02%	107
2020 Q1	$78K	Buy	3,744 +683	+22%	+$18.8K	0.02%	98
2019 Q4	$94K	Buy	+3,061	New	+$89.8K	0.02%	111

Other funds holding XLF

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

APF

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

Independence Advisors's XLF Position: Q3 2020 in Review

Independence Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 28% in Q3 2020, selling an estimated $29.4K and leaving 3,127 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #116.

Independence Advisors first reported a position in XLF in Q4 2019 and has held it in 4 quarters since. The position peaked at $100K in Q2 2020. 970 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

Independence Advisors held 3,127 shares of State Street Financial Select Sector SPDR ETF worth $75K as of Q3 2020.
Independence Advisors sold 1,209 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $29.4K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Independence Advisors's portfolio in Q3 2020, its #116 holding.
Independence Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 4 quarters since.
Independence Advisors's State Street Financial Select Sector SPDR ETF position peaked at $100K in Q2 2020.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

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