Harbour Trust & Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Harbour Trust & Investment 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
2025 Q4	–	Sell	-4,686	Closed	-$252K	–	159
2025 Q3	$252K	Buy	+4,686	New	+$248K	0.03%	139

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Harbour Trust & Investment Management's XLF Position: Q4 2025 in Review

Harbour Trust & Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 4,686 shares — an estimated $252K sold.

Harbour Trust & Investment Management first reported a position in XLF in Q3 2025 and held it in 1 quarter. The position peaked at $252K in Q3 2025. 1,959 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Harbour Trust & Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Harbour Trust & Investment Management sold 4,686 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $252K.
Harbour Trust & Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
Harbour Trust & Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $252K in Q3 2025.
1,959 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Harbour Trust & Investment Management's 13F filing for Q4 2025, filed 28 Jan 2026.