Guardian Wealth Advisors (North Carolina)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q2	–	Sell	-1,663	Closed	-$82.1K	–	613
2026 Q1	$82.1K	Buy	+1,663	New	+$86.7K	0.01%	410
2025 Q3	–	Sell	-573	Closed	-$30K	–	560
2025 Q2	$30K	Sell	573 -1,340	-70%	-$66.3K	﹤0.01%	431
2025 Q1	$95.3K	Buy	1,913 +1,356	+243%	+$68K	0.01%	353
2024 Q4	$26.9K	Sell	557 -32	-5%	-$1.55K	﹤0.01%	399
2024 Q3	$26.7K	Buy	589 +2	+0.3%	+$87	﹤0.01%	342
2024 Q2	$24.1K	Sell	587 -2,288	-80%	-$94.2K	﹤0.01%	336
2024 Q1	$121K	Sell	2,875 -2,277	-44%	-$89.9K	0.01%	279
2023 Q4	$191K	Sell	5,152 -1,755	-25%	-$60.8K	0.03%	246
2023 Q3	$231K	Buy	6,907 +16	+0.2%	+$551	0.04%	212
2023 Q2	$232K	Sell	6,891 -17	-0.2%	-$555	0.04%	206
2023 Q1	$222K	Buy	6,908 +13	+0.2%	+$452	0.04%	203
2022 Q4	$236K	Buy	6,895 +123	+2%	+$4.16K	0.05%	179
2022 Q3	$206K	Sell	6,772 -628	-8%	-$20.8K	0.04%	183
2022 Q2	$233K	Sell	7,400 -849	-10%	-$29.3K	0.04%	169
2022 Q1	$316K	Hold	8,249	–	–	0.14%	116
2021 Q4	$322K	Buy	+8,249	New	+$324K	0.14%	114

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s XLF Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 1,663 shares — an estimated $82.1K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XLF in Q4 2021 and held it in 16 quarters. The position peaked at $322K in Q4 2021. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,663 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $82.1K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street Financial Select Sector SPDR ETF position peaked at $322K in Q4 2021.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.