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

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 22.9% 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

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. 1,902 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.
1,902 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.