Number of Shares
631,816.00
Current Holdings Value*
$30.15 Mil
% of Portfolio
3.12%
Total Estimate Gain
$1.43 Mil
% of Total Estimate Gain
4.52%

Guardian Partners Inc.'s Financial Select Sector SPDR Holding Summary

As of 2025-03-31, Guardian Partners Inc. held 631,816.00 shares of Financial Select Sector SPDR(XLF), totaling $30.15 Mil. This investment constitutes 3.12% of their stock portfolio, and Guardian Partners Inc. now holds 0.06% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2024Q4. And since then Guardian Partners Inc. has made 1 purchases of XLF, at an average price of $50.13, for a total of 631,816.00 shares. Based on historical transaction data and XLF's current price of $52.39, Guardian Partners Inc.'s estimated gain on his XLF holdings is $1.43 Mil, reflecting a 4.52% gain to date.

Guardian Partners Inc. XLF ($52.39) Holding Chart

Guardian Partners Inc. XLF ($52.39) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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