Clear Harbor Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Clear Harbor Asset 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
2026 Q2	$609K	Hold	11,366	–	–	0.04%	284
2026 Q1	$561K	Buy	11,366 +4,524	+66%	+$236K	0.04%	298
2025 Q4	$375K	Buy	6,842 +936	+16%	+$49.9K	0.03%	334
2025 Q3	$318K	Buy	5,906 +485	+9%	+$25.7K	0.02%	348
2025 Q2	$284K	Buy	5,421 +1,065	+24%	+$52.7K	0.02%	344
2025 Q1	$217K	Buy	+4,356	New	+$218K	0.02%	359

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

Clear Harbor Asset Management's XLF Position: Q2 2026 in Review

Clear Harbor Asset Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 11,366 shares worth $609K. The position accounts for 0.04% of the portfolio, ranked #284.

Clear Harbor Asset Management first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Clear Harbor Asset Management held 11,366 shares of State Street Financial Select Sector SPDR ETF worth $609K as of Q2 2026.
Clear Harbor Asset Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.04% of Clear Harbor Asset Management's portfolio in Q2 2026, its #284 holding.
Clear Harbor Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.