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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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. 972 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.
  • 972 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.