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

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

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

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

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Envestnet Asset Management

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

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

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

JP Morgan Chase

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

Janney Montgomery Scott

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