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Bivin & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bivin & Associates’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
2022
Q2 		$2.37M Buy
75,272
+75,222
+150,444% +$2.6M 2.54% 11
2022
Q1 		$2K Hold
50
– – ﹤0.01% 265
2021
Q4 		$2K Buy
+50
New +$1.97K ﹤0.01% 270

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bivin & Associates's XLF Position: Q2 2022 in Review

Bivin & Associates increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 150,444% in Q2 2022, buying an estimated $2.6M and bringing the position to 75,272 shares worth $2.37M. The position accounts for 2.54% of the portfolio, ranked #11.

Bivin & Associates first reported a position in XLF in Q4 2021 and has held it in 3 quarters since. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

  • Bivin & Associates held 75,272 shares of State Street Financial Select Sector SPDR ETF worth $2.37M as of Q2 2022.
  • Bivin & Associates bought 75,222 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $2.6M.
  • State Street Financial Select Sector SPDR ETF made up 2.54% of Bivin & Associates's portfolio in Q2 2022, its #11 holding.
  • Bivin & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
  • 1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.