Bingham Osborn & Scarborough’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bingham Osborn & Scarborough’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
2020 Q1	–	Sell	-8,558	Closed	-$263K	–	172
2019 Q4	$263K	Buy	+8,558	New	+$251K	0.02%	135

Other funds holding XLF

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bingham Osborn & Scarborough's XLF Position: Q1 2020 in Review

Bingham Osborn & Scarborough sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2020, closing a stake of 8,558 shares — an estimated $263K sold.

Bingham Osborn & Scarborough first reported a position in XLF in Q4 2019 and held it in 1 quarter. The position peaked at $263K in Q4 2019. 973 funds tracked by Wall St. Rank hold XLF as of Q1 2020.

Bingham Osborn & Scarborough reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Bingham Osborn & Scarborough sold 8,558 State Street Financial Select Sector SPDR ETF shares in Q1 2020, an estimated $263K.
Bingham Osborn & Scarborough first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 1 quarter.
Bingham Osborn & Scarborough's State Street Financial Select Sector SPDR ETF position peaked at $263K in Q4 2019.
973 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q1 2020, filed 5 May 2020.