Garda Capital Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Garda Capital Partners’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-32,615	Closed	-$4.45M	–	600
2023 Q4	$4.45M	Buy	+32,615	New	+$4.24M	0.38%	52
2023 Q3	–	Sell	-32,922	Closed	-$4.37M	–	722
2023 Q2	$4.37M	Buy	32,922 +32,440	+6,730%	+$4.28M	0.24%	96
2023 Q1	$62.4K	Buy	+482	New	+$63K	﹤0.01%	335

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Garda Capital Partners's XLV Position: Q1 2024 in Review

Garda Capital Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2024, closing a stake of 32,615 shares — an estimated $4.45M sold.

Garda Capital Partners first reported a position in XLV in Q1 2023 and held it in 3 quarters. The position peaked at $4.45M in Q4 2023. 1,666 funds tracked by Wall St. Rank hold XLV as of Q1 2024.

Garda Capital Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Garda Capital Partners sold 32,615 State Street Health Care Select Sector SPDR ETF shares in Q1 2024, an estimated $4.45M.
Garda Capital Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and held it in 3 quarters.
Garda Capital Partners's State Street Health Care Select Sector SPDR ETF position peaked at $4.45M in Q4 2023.
1,666 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2024.

Based on Garda Capital Partners's 13F filing for Q1 2024, filed 14 May 2024.