Harbour Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Harbour Investments’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	$9.53M	Buy	177,724 +11,695	+7%	+$608K	0.13%	150
2026 Q1	$8.2M	Buy	166,029 +17,296	+12%	+$901K	0.13%	151
2025 Q4	$8.15M	Buy	148,733 +3,738	+3%	+$199K	0.17%	114
2025 Q3	$7.81M	Sell	144,995 -2,608	-2%	-$138K	0.18%	99
2025 Q2	$7.73M	Buy	147,603 +48,831	+49%	+$2.42M	0.2%	95
2025 Q1	$4.92M	Buy	98,772 +30,379	+44%	+$1.52M	0.14%	132
2024 Q4	$3.31M	Sell	68,393 -9,013	-12%	-$436K	0.09%	186
2024 Q3	$3.51M	Sell	77,406 -2,290	-3%	-$99.9K	0.11%	165
2024 Q2	$3.28M	Sell	79,696 -2,479	-3%	-$102K	0.11%	170
2024 Q1	$3.46M	Buy	82,175 +6,543	+9%	+$258K	0.12%	158
2023 Q4	$2.84M	Sell	75,632 -6,224	-8%	-$215K	0.12%	165
2023 Q3	$2.72M	Buy	81,856 +28,464	+53%	+$981K	0.14%	149
2023 Q2	$1.8M	Sell	53,392 -62,847	-54%	-$2.05M	0.09%	223
2023 Q1	$3.74M	Buy	116,239 +22,008	+23%	+$765K	0.2%	87
2022 Q4	$3.22M	Sell	94,231 -12,627	-12%	-$427K	0.2%	90
2022 Q3	$3.36M	Hold	106,858	–	–	0.23%	79
2022 Q2	$3.36M	Buy	+106,858	New	+$3.69M	0.23%	79
2021 Q4	$3.41M	Sell	87,409 -38,665	-31%	-$1.52M	0.2%	100
2021 Q3	$4.73M	Sell	126,074 -28,357	-18%	-$1.06M	0.15%	124
2021 Q2	$5.67M	Sell	154,431 -7,015	-4%	-$257K	0.18%	102
2021 Q1	$5.5M	Buy	+161,446	New	+$5.19M	0.2%	95

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

Harbour Investments's XLF Position: Q2 2026 in Review

Harbour Investments increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 7% in Q2 2026, buying an estimated $608K and bringing the position to 177,724 shares worth $9.53M. The position accounts for 0.13% of the portfolio, ranked #150.

Harbour Investments first reported a position in XLF in Q1 2021 and has held it in 21 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Harbour Investments held 177,724 shares of State Street Financial Select Sector SPDR ETF worth $9.53M as of Q2 2026.
Harbour Investments bought 11,695 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $608K.
State Street Financial Select Sector SPDR ETF made up 0.13% of Harbour Investments's portfolio in Q2 2026, its #150 holding.
Harbour Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.