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

Independence Trust’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
2017 Q4	$246K	Hold	8,800	–	–	0.27%	62
2017 Q3	$228K	Hold	8,800	–	–	0.26%	67
2017 Q2	$217K	Hold	8,800	–	–	0.26%	71
2017 Q1	$209K	Hold	8,800	–	–	0.27%	69
2016 Q4	$205K	Buy	+8,800	New	+$189K	0.28%	73

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Independence Trust's XLF Position: Q4 2017 in Review

Independence Trust held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2017 at 8,800 shares worth $246K. The position accounts for 0.27% of the portfolio, ranked #62.

Independence Trust first reported a position in XLF in Q4 2016 and has held it in 5 quarters since. 960 funds tracked by Wall St. Rank hold XLF as of Q4 2017.

Independence Trust held 8,800 shares of State Street Financial Select Sector SPDR ETF worth $246K as of Q4 2017.
Independence Trust left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2017.
State Street Financial Select Sector SPDR ETF made up 0.27% of Independence Trust's portfolio in Q4 2017, its #62 holding.
Independence Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 5 quarters since.
960 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.