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

Garde Capital’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	-2,594	Closed	-$136K	–	827
2025 Q2	$136K	Buy	2,594 +2	+0.1%	+$99	0.01%	253
2025 Q1	$129K	Buy	2,592 +2	+0.1%	+$100	0.01%	249
2024 Q4	$125K	Buy	+2,590	New	+$125K	0.01%	255
2024 Q3	–	Sell	-3,911	Closed	-$161K	–	276
2024 Q2	$161K	Buy	3,911 +150	+4%	+$6.17K	0.01%	223
2024 Q1	$158K	Sell	3,761 -2,329	-38%	-$91.9K	0.01%	231
2023 Q4	$229K	Buy	6,090 +930	+18%	+$32.2K	0.02%	190
2023 Q3	$171K	Sell	5,160 -1,382	-21%	-$47.6K	0.01%	207
2023 Q2	$221K	Hold	6,542	–	–	0.02%	209
2023 Q1	$210K	Hold	6,542	–	–	0.02%	177
2022 Q4	$224K	Hold	6,542	–	–	0.03%	166
2022 Q3	$199K	Sell	6,542 -3,135	-32%	-$104K	0.03%	166
2022 Q2	$304K	Sell	9,677 -1,470	-13%	-$50.8K	0.04%	151
2022 Q1	$427K	Buy	11,147 +584	+6%	+$22.8K	0.04%	135
2021 Q4	$412K	Buy	10,563 +4,121	+64%	+$162K	0.04%	148
2021 Q3	$242K	Buy	6,442 +3,291	+104%	+$123K	0.03%	182
2021 Q2	$116K	Hold	3,151	–	–	0.01%	253
2021 Q1	$107K	Buy	+3,151	New	+$101K	0.01%	245
2016 Q4	–	Sell	-21,662	Closed	-$491K	–	160
2016 Q3	$491K	Buy	+21,662	New	+$447K	0.16%	100
2016 Q1	–	Sell	-13,142	Closed	-$275K	–	119
2015 Q4	$275K	Sell	13,142 -11,534	-47%	-$243K	0.1%	81
2015 Q3	$491K	Sell	24,676 -13,584	-36%	-$288K	0.16%	100
2015 Q2	$819K	Sell	38,260 -15,730	-29%	-$340K	0.25%	79
2015 Q1	$1.14M	Sell	53,990 -11,899	-18%	-$252K	0.35%	58
2014 Q4	$1.43M	Sell	65,889 -892	-1%	-$18.7K	0.44%	48
2014 Q3	$1.36M	Sell	66,781 -153	-0.2%	-$3.09K	0.53%	39
2014 Q2	$1.34M	Buy	+66,934	New	+$1.3M	0.53%	40

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Garde Capital's XLF Position: Q3 2025 in Review

Garde Capital sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 2,594 shares — an estimated $136K sold.

Garde Capital first reported a position in XLF in Q2 2014 and held it in 25 quarters. The position peaked at $1.43M in Q4 2014. 1,820 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

Garde Capital reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 2,594 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $136K.
Garde Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2014 and held it in 25 quarters.
Garde Capital's State Street Financial Select Sector SPDR ETF position peaked at $1.43M in Q4 2014.
1,820 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.