Independent Advisor Alliance’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Independent Advisor Alliance’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
2026 Q2	–	Sell	-193,197	Closed	-$8.87M	–	1639
2026 Q1	$8.87M	Buy	+193,197	New	+$8.67M	0.1%	194
2025 Q1	–	Sell	-569,580	Closed	-$21.6M	–	1385
2024 Q4	$21.6M	Buy	+569,580	New	+$22.6M	0.29%	75
2020 Q1	–	Sell	-73,220	Closed	-$2.37M	–	883
2019 Q4	$2.37M	Buy	+73,220	New	+$2.33M	0.1%	210

Other funds holding XLU

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

Independent Advisor Alliance sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 193,197 shares — an estimated $8.87M sold.

Independent Advisor Alliance first reported a position in XLU in Q4 2019 and held it in 3 quarters. The position peaked at $21.6M in Q4 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 193,197 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $8.87M.
Independent Advisor Alliance first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's State Street Utilities Select Sector SPDR ETF position peaked at $21.6M in Q4 2024.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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