Energy Select Sector SPDR shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $13M | 209k | 61.26 |
| 2025-12-31 | $663k | 15k | 44.71 |
| 2025-09-30 | $483k | 5.4k | 89.34 |
| 2025-06-30 | $305k | 3.6k | 84.82 |
| 2024-12-31 | $11M | 130k | 85.66 |
| 2024-03-31 | $265k | 2.8k | 94.41 |
| 2023-12-31 | $207k | 2.5k | 83.84 |
| 2022-09-30 | $719k | 10k | 72.02 |
| 2021-06-30 | $586k | 11k | 53.91 |
| 2021-03-31 | $452k | 9.2k | 49.05 |
| 2019-12-31 | $2.0M | 33k | 60.05 |
More positions owned by Independent Advisor Alliance
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