Guardian Capital Advisors (Canada)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Guardian Capital Advisors (Canada)’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
2024 Q3	$554K	Hold	12,279	–	–	0.05%	131
2024 Q2	$515K	Sell	12,279 -197,801	-94%	-$8.14M	0.05%	129
2024 Q1	$8.34M	Buy	+210,080	New	+$8.29M	0.9%	40
2014 Q1	–	Sell	-11,391	Closed	-$228K	–	183
2013 Q4	$228K	Sell	11,391 -19,366	-63%	-$356K	0.04%	160
2013 Q3	$544K	Buy	+30,757	New	+$545K	0.12%	122

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

Guardian Capital Advisors (Canada)'s XLF Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2024 at 12,279 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #131.

Guardian Capital Advisors (Canada) first reported a position in XLF in Q3 2013 and has held it in 5 quarters since. The position peaked at $8.34M in Q1 2024. 1,587 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

Guardian Capital Advisors (Canada) held 12,279 shares of State Street Financial Select Sector SPDR ETF worth $554K as of Q3 2024.
Guardian Capital Advisors (Canada) left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2024.
State Street Financial Select Sector SPDR ETF made up 0.05% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #131 holding.
Guardian Capital Advisors (Canada) first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2013 and has held it in 5 quarters since.
Guardian Capital Advisors (Canada)'s State Street Financial Select Sector SPDR ETF position peaked at $8.34M in Q1 2024.
1,587 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.