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Bordeaux Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bordeaux Wealth Advisors’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
Q1 		– Sell
-15,066
Closed -$588K – 101
2021
Q4 		$588K Buy
+15,066
New +$592K 0.27% 55

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Bordeaux Wealth Advisors's XLF Position: Q1 2022 in Review

Bordeaux Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2022, closing a stake of 15,066 shares — an estimated $588K sold.

Bordeaux Wealth Advisors first reported a position in XLF in Q4 2021 and held it in 1 quarter. The position peaked at $588K in Q4 2021. 1,507 funds tracked by Wall St. Rank hold XLF as of Q1 2022.

  • Bordeaux Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 15,066 State Street Financial Select Sector SPDR ETF shares in Q1 2022, an estimated $588K.
  • Bordeaux Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Bordeaux Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $588K in Q4 2021.
  • 1,507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2022.

Based on Bordeaux Wealth Advisors's 13F filing for Q1 2022, filed 3 May 2022.