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
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

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

Indie Asset Partners's XLF Position: Q2 2022 in Review

Indie Asset Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 6,441 shares — an estimated $247K sold.

Indie Asset Partners first reported a position in XLF in Q4 2019 and held it in 10 quarters. The position peaked at $783K in Q4 2019. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

Indie Asset Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Indie Asset Partners sold 6,441 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $247K.
Indie Asset Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 10 quarters.
Indie Asset Partners's State Street Financial Select Sector SPDR ETF position peaked at $783K in Q4 2019.
1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Indie Asset Partners's 13F filing for Q2 2022, filed 12 Aug 2022.