Independence Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$65K Buy
841
+98
+13% +$7.33K 0.01% 118
2020
Q2
$51K Buy
743
+81
+12% +$5.25K 0.01% 119
2020
Q1
$39K Buy
662
+210
+46% +$15.8K 0.01% 113
2019
Q4
$37K Buy
+452
New +$36.1K 0.01% 128

Other funds holding XLI

Independence Advisors's XLI Position: Q3 2020 in Review

Independence Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 13% in Q3 2020, buying an estimated $7.33K and bringing the position to 841 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #118.

Independence Advisors first reported a position in XLI in Q4 2019 and has held it in 4 quarters since. 750 funds tracked by Wall St. Rank hold XLI as of Q3 2020.

  • Independence Advisors held 841 shares of State Street Industrial Select Sector SPDR ETF worth $65K as of Q3 2020.
  • Independence Advisors bought 98 State Street Industrial Select Sector SPDR ETF shares in Q3 2020, an estimated $7.33K.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #118 holding.
  • Independence Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 4 quarters since.
  • 750 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2020.

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