Guardian Capital Advisors (Canada)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Guardian Capital Advisors (Canada)’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
2023 Q4	–	Sell	-12,610	Closed	-$1.65M	–	178
2023 Q3	$1.65M	Buy	+12,610	New	+$1.67M	0.18%	96

Other funds holding XLV

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

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

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

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s XLV Position: Q4 2023 in Review

Guardian Capital Advisors (Canada) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2023, closing a stake of 12,610 shares — an estimated $1.65M sold.

Guardian Capital Advisors (Canada) first reported a position in XLV in Q3 2023 and held it in 1 quarter. The position peaked at $1.65M in Q3 2023. 1,642 funds tracked by Wall St. Rank hold XLV as of Q4 2023.

Guardian Capital Advisors (Canada) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Guardian Capital Advisors (Canada) sold 12,610 State Street Health Care Select Sector SPDR ETF shares in Q4 2023, an estimated $1.65M.
Guardian Capital Advisors (Canada) first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
Guardian Capital Advisors (Canada)'s State Street Health Care Select Sector SPDR ETF position peaked at $1.65M in Q3 2023.
1,642 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2023.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q4 2023, filed 8 Feb 2024.