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Harold Davidson & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Harold Davidson & Associates’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
Q1 		– Sell
-3,694
Closed -$202K – 68
2025
Q4 		$202K Buy
+3,694
New +$197K 0.09% 65

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harold Davidson & Associates's XLF Position: Q1 2026 in Review

Harold Davidson & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 3,694 shares — an estimated $202K sold.

Harold Davidson & Associates first reported a position in XLF in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Harold Davidson & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Harold Davidson & Associates sold 3,694 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $202K.
  • Harold Davidson & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Harold Davidson & Associates's State Street Financial Select Sector SPDR ETF position peaked at $202K in Q4 2025.
  • 1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Harold Davidson & Associates's 13F filing for Q1 2026, filed 30 Apr 2026.