Garda Capital Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Garda Capital Partners’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
2025 Q3	–	Sell	-203,000	Closed	-$10.6M	–	520
2025 Q2	$10.6M	Buy	203,000 +44,500	+28%	+$2.2M	0.25%	107
2025 Q1	$7.89M	Buy	158,500 +138,800	+705%	+$6.96M	0.2%	159
2024 Q4	$952K	Sell	19,700 -115,800	-85%	-$5.6M	0.07%	158
2024 Q3	$6.14M	Buy	135,500 +30,500	+29%	+$1.33M	0.17%	166
2024 Q2	$4.32M	Buy	+105,000	New	+$4.32M	0.15%	175
2024 Q1	–	Sell	-61,000	Closed	-$2.29M	–	598
2023 Q4	$2.29M	Sell	61,000 -2,900	-5%	-$100K	0.2%	120
2023 Q3	$2.12M	Sell	63,900 -118,200	-65%	-$4.07M	0.1%	210
2023 Q2	$6.14M	Sell	182,100 -144,600	-44%	-$4.72M	0.34%	64
2023 Q1	$10.5M	Sell	326,700 -92,300	-22%	-$3.21M	0.52%	36
2022 Q4	$14.3M	Buy	+419,000	New	+$14.2M	0.79%	12

Other funds holding XLF

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Garda Capital Partners's XLF Position: Q4 2023 in Review

Garda Capital Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2023, closing a stake of 14,940 shares — an estimated $517K sold.

Garda Capital Partners first reported a position in XLF in Q4 2022 and held it in 3 quarters. The position peaked at $2.25M in Q1 2023. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

Garda Capital Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Garda Capital Partners sold 14,940 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $517K.
Garda Capital Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
Garda Capital Partners's State Street Financial Select Sector SPDR ETF position peaked at $2.25M in Q1 2023.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Garda Capital Partners's 13F filing for Q4 2023, filed 12 Feb 2024.