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 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 $1.56T AUM 27.86% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Independent Advisor Alliance's XLF Position: Q1 2026 in Review

Independent Advisor Alliance increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 918% in Q1 2026, buying an estimated $8.95M and bringing the position to 190,505 shares worth $9.41M. The position accounts for 0.1% of the portfolio, ranked #180.

Independent Advisor Alliance first reported a position in XLF in Q1 2017 and has held it in 9 quarters since. The position peaked at $26.8M in Q4 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Independent Advisor Alliance held 190,505 shares of State Street Financial Select Sector SPDR ETF worth $9.41M as of Q1 2026.
Independent Advisor Alliance bought 171,799 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $8.95M.
State Street Financial Select Sector SPDR ETF made up 0.1% of Independent Advisor Alliance's portfolio in Q1 2026, its #180 holding.
Independent Advisor Alliance first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 9 quarters since.
Independent Advisor Alliance's State Street Financial Select Sector SPDR ETF position peaked at $26.8M in Q4 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.