GAA
Guardian Asset Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
42,170
+2,220
| +6% | +$116K | 1.27% | 19 |
|
|
2025
Q1 | $1.99M | Sell |
39,950
-2,974
| -7% | -$148K | 1.3% | 19 |
|
|
2024
Q4 | $2.07M | Buy |
42,924
+27,418
| +177% | +$1.33M | 1.33% | 19 |
|
|
2024
Q3 | $703K | Sell |
15,506
-234
| -1% | -$10.6K | 0.48% | 43 |
|
|
2024
Q2 | $647K | Sell |
15,740
-572
| -4% | -$23.5K | 0.48% | 39 |
|
|
2024
Q1 | $687K | Buy |
16,312
+1,642
| +11% | +$69.2K | 0.57% | 37 |
|
|
2023
Q4 | $552K | Buy |
+14,670
| New | +$552K | 0.52% | 40 |
|