Financial Select Sector SPDR shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $776k | 14k | 53.87 |
| 2025-06-30 | $769k | 15k | 52.37 |
| 2025-03-31 | $369k | 7.4k | 49.81 |
| 2024-12-31 | $27M | 554k | 48.33 |
| 2021-12-31 | $273k | 7.0k | 39.12 |
| 2019-12-31 | $1.6M | 51k | 30.78 |
| 2017-03-31 | $872k | 37k | 23.47 |
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