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
2026 Q3	$117K	Hold	2,200	–	–	0.01%	243
2026 Q2	$118K	Buy	+2,200	New	+$114K	0.01%	229
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 $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Guardian Partners's XLF Position: Q3 2026 in Review

Guardian Partners held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 2,200 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #243.

Guardian Partners first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.2M in Q1 2025. 1,683 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Guardian Partners held 2,200 shares of State Street Financial Select Sector SPDR ETF worth $117K as of Q3 2026.
Guardian Partners left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Guardian Partners's portfolio in Q3 2026, its #243 holding.
Guardian Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Guardian Partners's State Street Financial Select Sector SPDR ETF position peaked at $30.2M in Q1 2025.
1,683 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.