Guild Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Guild Investment Management’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
2023 Q1	–	Sell	-40,990	Closed	-$1.4M	–	65
2022 Q4	$1.4M	Buy	+40,990	New	+$1.39M	2.4%	15
2014 Q2	–	Sell	-320,032	Closed	-$6.28M	–	41
2014 Q1	$6.28M	Buy	+320,032	New	+$6.11M	10.45%	2

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Guild Investment Management's XLF Position: Q1 2023 in Review

Guild Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 40,990 shares — an estimated $1.4M sold.

Guild Investment Management first reported a position in XLF in Q1 2014 and held it in 2 quarters. The position peaked at $6.28M in Q1 2014. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

Guild Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Guild Investment Management sold 40,990 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $1.4M.
Guild Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and held it in 2 quarters.
Guild Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $6.28M in Q1 2014.
1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on Guild Investment Management's 13F filing for Q1 2023, filed 18 Apr 2023.