Independent Advisor Alliance’s Financial Select Sector SPDR Fund 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
2025 Q2	$769K	Buy
2025 Q1	$369K	Sell
2024 Q4	$26.8M	Buy
2022 Q1	–	Sell
2021 Q4	$273K	Buy
2020 Q1	–	Sell
2019 Q4	$1.58M	Buy
2017 Q2	–	Sell
2017 Q1	$872K	Buy