Independence Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Independence Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$10K	Sell	324 -86	-21%	-$2.55K	﹤0.01%	153
2020 Q2	$12K	Sell	410 -748	-65%	-$21.6K	﹤0.01%	141
2020 Q1	$32K	Sell	1,158 -634	-35%	-$20.3K	0.01%	116
2019 Q4	$58K	Buy	+1,792	New	+$56.9K	0.01%	119

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

Independence Advisors's XLU Position: Q3 2020 in Review

Independence Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 21% in Q3 2020, selling an estimated $2.55K and leaving 324 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Independence Advisors first reported a position in XLU in Q4 2019 and has held it in 4 quarters since. The position peaked at $58K in Q4 2019. 807 funds tracked by Wall St. Rank hold XLU as of Q3 2020.

Independence Advisors held 324 shares of State Street Utilities Select Sector SPDR ETF worth $10K as of Q3 2020.
Independence Advisors sold 86 State Street Utilities Select Sector SPDR ETF shares in Q3 2020, an estimated $2.55K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #153 holding.
Independence Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 4 quarters since.
Independence Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $58K in Q4 2019.
807 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2020.

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