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Harbor Investment Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Harbor Investment Advisory’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 		$186K Hold
3,472
– – 0.01% 431
2026
Q1 		$171K Sell
3,472
-731
-17% -$38.1K 0.01% 427
2025
Q4 		$230K Buy
4,203
+205
+5% +$10.9K 0.02% 383
2025
Q3 		$215K Buy
3,998
+125
+3% +$6.62K 0.02% 381
2025
Q2 		$203K Sell
3,873
-407
-10% -$20.1K 0.02% 371
2025
Q1 		$213K Sell
4,280
-14
-0.3% -$702 0.02% 364
2024
Q4 		$208K Buy
4,294
+1,180
+38% +$57.1K 0.02% 343
2024
Q3 		$141K Buy
3,114
+187
+6% +$8.16K 0.01% 388
2024
Q2 		$120K Buy
2,927
+79
+3% +$3.25K 0.01% 407
2024
Q1 		$120K Buy
2,848
+582
+26% +$23K 0.01% 411
2023
Q4 		$85.2K Sell
2,266
-399
-15% -$13.8K 0.01% 452
2023
Q3 		$88.4K Hold
2,665
– – 0.01% 421
2023
Q2 		$89.8K Sell
2,665
-5,499
-67% -$179K 0.01% 534
2023
Q1 		$262K Sell
8,164
-586
-7% -$20.4K 0.04% 303
2022
Q4 		$299K Sell
8,750
-979
-10% -$33.1K 0.05% 280
2022
Q3 		$295K Buy
9,729
+1,317
+16% +$43.5K 0.05% 271
2022
Q2 		$265K Buy
8,412
+689
+9% +$23.8K 0.04% 293
2022
Q1 		$296K Sell
7,723
-955
-11% -$37.3K 0.04% 293
2021
Q4 		$339K Sell
8,678
-747
-8% -$29.4K 0.04% 278
2021
Q3 		$354K Buy
9,425
+2,950
+46% +$110K 0.05% 271
2021
Q2 		$238K Buy
6,475
+4,723
+270% +$173K 0.03% 341
2021
Q1 		$60K Buy
1,752
+300
+21% +$9.64K 0.01% 628
2020
Q4 		$43K Sell
1,452
-750
-34% -$20.1K 0.01% 670
2020
Q3 		$53K Sell
2,202
-50
-2% -$1.22K 0.01% 489
2020
Q2 		$52K Sell
2,252
-8,590
-79% -$195K 0.01% 437
2020
Q1 		$226K Sell
10,842
-16,002
-60% -$441K 0.06% 214
2019
Q4 		$826K Buy
+26,844
New +$788K 0.19% 106

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Harbor Investment Advisory's XLF Position: Q2 2026 in Review

Harbor Investment Advisory held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 3,472 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #431.

Harbor Investment Advisory first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $826K in Q4 2019. 710 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Harbor Investment Advisory held 3,472 shares of State Street Financial Select Sector SPDR ETF worth $186K as of Q2 2026.
  • Harbor Investment Advisory left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #431 holding.
  • Harbor Investment Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's State Street Financial Select Sector SPDR ETF position peaked at $826K in Q4 2019.
  • 710 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.