Independence Wealth Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2001765
INDEPENDENCE, OH
Position in XLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$805,299
+$1,182 QoQ
Shares Held
15,843
-1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#152
of 293 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $805,299 | 15,843 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $804,117 | 16,092 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $837,297 | 18,463 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||