Independent Advisor Alliance’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Independent Advisor Alliance’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
2026 Q2	$1.16M	Sell	21,690 -168,815	-89%	-$8.77M	0.03%	420
2026 Q1	$9.41M	Buy	190,505 +171,799	+918%	+$8.95M	0.1%	180
2025 Q4	$1.02M	Buy	18,706 +4,294	+30%	+$229K	0.02%	464
2025 Q3	$776K	Sell	14,412 -267	-2%	-$14.1K	0.02%	500
2025 Q2	$769K	Buy	14,679 +7,273	+98%	+$360K	0.02%	466
2025 Q1	$369K	Sell	7,406 -546,895	-99%	-$27.4M	0.01%	600
2024 Q4	$26.8M	Buy	+554,301	New	+$26.8M	0.35%	57
2022 Q1	–	Sell	-6,979	Closed	-$273K	–	744
2021 Q4	$273K	Buy	+6,979	New	+$274K	0.01%	545
2020 Q1	–	Sell	-51,237	Closed	-$1.58M	–	880
2019 Q4	$1.58M	Buy	+51,237	New	+$1.5M	0.07%	279
2017 Q2	–	Sell	-37,152	Closed	-$872K	–	420
2017 Q1	$872K	Buy	+37,152	New	+$890K	0.14%	175

Other funds holding XLF

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Advisor Alliance's XLF Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 89% in Q2 2026, selling an estimated $8.77M and leaving 21,690 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #420.

Independent Advisor Alliance first reported a position in XLF in Q1 2017 and has held it in 10 quarters since. The position peaked at $26.8M in Q4 2024. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Independent Advisor Alliance held 21,690 shares of State Street Financial Select Sector SPDR ETF worth $1.16M as of Q2 2026.
Independent Advisor Alliance sold 168,815 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.77M.
State Street Financial Select Sector SPDR ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #420 holding.
Independent Advisor Alliance first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 10 quarters since.
Independent Advisor Alliance's State Street Financial Select Sector SPDR ETF position peaked at $26.8M in Q4 2024.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.