Guardian Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Guardian Partners’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 Q4	–	Sell	-13,886	Closed	-$741K	–	228
2025 Q3	$741K	Hold	13,886	–	–	0.06%	130
2025 Q2	$728K	Sell	13,886 -617,930	-98%	-$30.6M	0.07%	128
2025 Q1	$30.2M	Buy	631,816 +619,537	+5,046%	+$31.1M	3.12%	5
2024 Q4	$595K	Buy	+12,279	New	+$594K	0.06%	122

Other funds holding XLF

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Guardian Partners's XLF Position: Q4 2025 in Review

Guardian Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 13,886 shares — an estimated $741K sold.

Guardian Partners first reported a position in XLF in Q4 2024 and held it in 4 quarters. The position peaked at $30.2M in Q1 2025. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Guardian Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Guardian Partners sold 13,886 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $741K.
Guardian Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
Guardian Partners's State Street Financial Select Sector SPDR ETF position peaked at $30.2M in Q1 2025.
1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Guardian Partners's 13F filing for Q4 2025, filed 17 Feb 2026.