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

Harmony 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	$328K	Sell	6,127 -200	-3%	-$10.4K	0.09%	157
2026 Q1	$312K	Sell	6,327 -1,625	-20%	-$84.7K	0.1%	151
2025 Q4	$436K	Sell	7,952 -1,635	-17%	-$87.1K	0.15%	120
2025 Q3	$516K	Buy	9,587 +267	+3%	+$14.1K	0.18%	110
2025 Q2	$488K	Buy	9,320 +4,422	+90%	+$219K	0.18%	113
2025 Q1	$244K	Sell	4,898 -1,100	-18%	-$55.2K	0.1%	142
2024 Q4	$290K	Sell	5,998 -1,191	-17%	-$57.6K	0.11%	139
2024 Q3	$326K	Sell	7,189 -1,070	-13%	-$46.7K	0.12%	131
2024 Q2	$340K	Sell	8,259 -146	-2%	-$6.01K	0.14%	116
2024 Q1	$354K	Buy	8,405 +1,059	+14%	+$41.8K	0.15%	111
2023 Q4	$276K	Buy	+7,346	New	+$254K	0.12%	114

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

Harmony Asset Management's XLF Position: Q2 2026 in Review

Harmony Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.2% in Q2 2026, selling an estimated $10.4K and leaving 6,127 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #157.

Harmony Asset Management first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $516K in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Harmony Asset Management held 6,127 shares of State Street Financial Select Sector SPDR ETF worth $328K as of Q2 2026.
Harmony Asset Management sold 200 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $10.4K.
State Street Financial Select Sector SPDR ETF made up 0.09% of Harmony Asset Management's portfolio in Q2 2026, its #157 holding.
Harmony Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Harmony Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $516K in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.