Indie Asset Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Indie Asset Partners’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	$1.75M	Buy	+32,690	New	+$1.7M	1.68%	18
2022 Q2	–	Sell	-6,441	Closed	-$247K	–	127
2022 Q1	$247K	Sell	6,441 -1,000	-13%	-$39.1K	0.19%	110
2021 Q4	$291K	Sell	7,441 -450	-6%	-$17.7K	0.21%	96
2021 Q3	$296K	Sell	7,891 -76	-1%	-$2.84K	0.24%	89
2021 Q2	$292K	Sell	7,967 -924	-10%	-$33.8K	0.24%	85
2021 Q1	$303K	Sell	8,891 -3,725	-30%	-$120K	0.34%	79
2020 Q4	$372K	Sell	12,616 -2,400	-16%	-$64.2K	0.43%	60
2020 Q3	$361K	Sell	15,016 -400	-3%	-$9.73K	0.45%	57
2020 Q2	$386K	Sell	15,416 -6,175	-29%	-$140K	0.48%	52
2020 Q1	$450K	Sell	21,591 -3,850	-15%	-$106K	0.56%	40
2019 Q4	$783K	Buy	+25,441	New	+$747K	0.83%	26

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 22.9% 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

Indie Asset Partners's XLF Position: Q2 2026 in Review

Indie Asset Partners opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 32,690 shares worth $1.75M. The stake represents 1.68% of the portfolio and ranks #18 among its holdings. This is a return to the name: Indie Asset Partners previously reported a position in XLF as recently as Q1 2022.

Indie Asset Partners first reported a position in XLF in Q4 2019 and has held it in 11 quarters since. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Indie Asset Partners held 32,690 shares of State Street Financial Select Sector SPDR ETF worth $1.75M as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Indie Asset Partners position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 1.68% of Indie Asset Partners's portfolio in Q2 2026, its #18 holding.
Indie Asset Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.