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Financial Select Sector SPDR shares owned by Independence Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Independence Advisors from 13F filings

Historical chart of Independence Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Independence Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Independence Advisors

Quarter filed Position value Share count Share price at filing
2020-09-30 $75k 3.1k 23.98
2020-06-30 $100k 4.3k 23.06
2020-03-31 $78k 3.7k 20.83
2019-12-31 $94k 3.1k 30.71

More positions owned by Independence Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Independence Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Goldman Sachs Group
Morgan Stanley
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Royal Bank of Canada
Balyasny Asset Management
Citadel Advisors
Parallax Volatility Advisers
Envestnet Asset Management

View all funds holding Financial Select Sector SPDR