Bard Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bard Financial Services’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
2023 Q3	–	Sell	-115,550	Closed	-$3.9M	–	322
2023 Q2	$3.9M	Buy	115,550 +500	+0.4%	+$16.3K	0.29%	82
2023 Q1	$3.7M	Hold	115,050	–	–	0.3%	79
2022 Q4	$3.94M	Sell	115,050 -1,500	-1%	-$50.7K	0.33%	76
2022 Q3	$3.54M	Hold	116,550	–	–	0.33%	77
2022 Q2	$3.67M	Sell	116,550 -500	-0.4%	-$17.3K	0.33%	74
2022 Q1	$4.49M	Hold	117,050	–	–	0.37%	68
2021 Q4	$4.57M	Sell	117,050 -2,000	-2%	-$78.6K	0.37%	66
2021 Q3	$4.47M	Hold	119,050	–	–	0.4%	67
2021 Q2	$4.37M	Sell	119,050 -250	-0.2%	-$9.14K	0.39%	68
2021 Q1	$4.06M	Hold	119,300	–	–	0.39%	71
2020 Q4	$3.52M	Buy	+119,300	New	+$3.19M	0.35%	76

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Bard Financial Services's XLF Position: Q3 2023 in Review

Bard Financial Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 115,550 shares — an estimated $3.9M sold.

Bard Financial Services first reported a position in XLF in Q4 2020 and held it in 11 quarters. The position peaked at $4.57M in Q4 2021. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Bard Financial Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 115,550 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $3.9M.
Bard Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 11 quarters.
Bard Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $4.57M in Q4 2021.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.