Bard Financial Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,995	Closed	-$296K	–	323
2023 Q2	$296K	Hold	3,995	–	–	0.02%	259
2023 Q1	$298K	Hold	3,995	–	–	0.02%	263
2022 Q4	$298K	Hold	3,995	–	–	0.03%	246
2022 Q3	$267K	Hold	3,995	–	–	0.03%	246
2022 Q2	$288K	Hold	3,995	–	–	0.03%	236
2022 Q1	$303K	Hold	3,995	–	–	0.02%	239
2021 Q4	$308K	Hold	3,995	–	–	0.02%	233
2021 Q3	$275K	Hold	3,995	–	–	0.02%	232
2021 Q2	$280K	Hold	3,995	–	–	0.02%	228
2021 Q1	$274K	Hold	3,995	–	–	0.03%	220
2020 Q4	$269K	Buy	+3,995	New	+$264K	0.03%	215

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

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

Bard Financial Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 3,995 shares — an estimated $296K sold.

Bard Financial Services first reported a position in XLP in Q4 2020 and held it in 11 quarters. The position peaked at $308K in Q4 2021. 1,039 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Bard Financial Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 3,995 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $296K.
Bard Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 11 quarters.
Bard Financial Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $308K in Q4 2021.
1,039 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

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