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

Bard Financial Services’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5,000	Closed	-$369K	–	284
2021 Q2	$369K	Hold	5,000	–	–	0.03%	208
2021 Q1	$332K	Hold	5,000	–	–	0.03%	208
2020 Q4	$325K	Buy	+5,000	New	+$305K	0.03%	201

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bard Financial Services's XLK Position: Q3 2021 in Review

Bard Financial Services sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2021, closing a stake of 5,000 shares — an estimated $369K sold.

Bard Financial Services first reported a position in XLK in Q4 2020 and held it in 3 quarters. The position peaked at $369K in Q2 2021. 1,418 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

Bard Financial Services reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Bard Financial Services sold 5,000 State Street Technology Select Sector SPDR ETF shares in Q3 2021, an estimated $369K.
Bard Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and held it in 3 quarters.
Bard Financial Services's State Street Technology Select Sector SPDR ETF position peaked at $369K in Q2 2021.
1,418 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on Bard Financial Services's 13F filing for Q3 2021, filed 15 Oct 2021.