Independent Solutions Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Independent Solutions Wealth Management’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
2022 Q2	–	Sell	-7,395	Closed	-$283K	–	250
2022 Q1	$283K	Hold	7,395	–	–	0.07%	180
2021 Q4	$289K	Buy	7,395 +203	+3%	+$7.98K	0.07%	184
2021 Q3	$270K	Hold	7,192	–	–	0.07%	189
2021 Q2	$264K	Sell	7,192 -922	-11%	-$33.7K	0.06%	187
2021 Q1	$276K	Buy	+8,114	New	+$261K	0.08%	156

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Independent Solutions Wealth Management's XLF Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 7,395 shares — an estimated $283K sold.

Independent Solutions Wealth Management first reported a position in XLF in Q1 2021 and held it in 5 quarters. The position peaked at $289K in Q4 2021. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

Independent Solutions Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Independent Solutions Wealth Management sold 7,395 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $283K.
Independent Solutions Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 5 quarters.
Independent Solutions Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $289K in Q4 2021.
1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.