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Harrell Investment Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Harrell Investment Partners’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 		$2.86M Buy
53,306
+398
+0.8% +$20.7K 0.62% 46
2026
Q1 		$2.61M Sell
52,908
-2,312
-4% -$120K 0.62% 41
2025
Q4 		$3.02M Buy
55,220
+2,202
+4% +$117K 0.71% 43
2025
Q3 		$2.86M Sell
53,018
-2,000
-4% -$106K 0.67% 45
2025
Q2 		$2.88M Sell
55,018
-150,319
-73% -$7.44M 0.73% 45
2025
Q1 		$10.2M Sell
205,337
-1,830
-0.9% -$91.8K 3.03% 8
2024
Q4 		$10M Buy
207,167
+40,713
+24% +$1.97M 2.8% 10
2024
Q3 		$7.54M Buy
166,454
+51,507
+45% +$2.25M 2.13% 13
2024
Q2 		$4.73M Buy
114,947
+51,984
+83% +$2.14M 1.37% 23
2024
Q1 		$2.65M Buy
+62,963
New +$2.49M 0.79% 46
2023
Q2 		– Sell
-7,254
Closed -$234K – 103
2023
Q1 		$234K Sell
7,254
-2,547
-26% -$88.5K 0.08% 90
2022
Q4 		$335K Buy
+9,801
New +$332K 0.13% 77
2022
Q3 		– Sell
-142,446
Closed -$4.48M – 97
2022
Q2 		$4.48M Sell
142,446
-118,642
-45% -$4.1M 1.83% 16
2022
Q1 		$10M Sell
261,088
-23,192
-8% -$906K 3.54% 6
2021
Q4 		$11.1M Buy
284,280
+65,055
+30% +$2.56M 3.41% 6
2021
Q3 		$8.23M Sell
219,225
-12,530
-5% -$469K 2.65% 6
2021
Q2 		$8.5M Sell
231,755
-29,298
-11% -$1.07M 2.76% 9
2021
Q1 		$8.89M Sell
261,053
-12,753
-5% -$410K 3.14% 5
2020
Q4 		$8.07M Sell
273,806
-1,992
-0.7% -$53.3K 3.11% 6
2020
Q3 		$6.64M Buy
275,798
+9,908
+4% +$241K 2.89% 6
2020
Q2 		$6.15M Buy
265,890
+179,908
+209% +$4.09M 3.13% 6
2020
Q1 		$1.79M Buy
+85,982
New +$2.37M 0.97% 38

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Harrell Investment Partners's XLF Position: Q2 2026 in Review

Harrell Investment Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.75% in Q2 2026, buying an estimated $20.7K and bringing the position to 53,306 shares worth $2.86M. The position accounts for 0.62% of the portfolio, ranked #46.

Harrell Investment Partners first reported a position in XLF in Q1 2020 and has held it in 22 quarters since. The position peaked at $11.1M in Q4 2021. 497 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Harrell Investment Partners held 53,306 shares of State Street Financial Select Sector SPDR ETF worth $2.86M as of Q2 2026.
  • Harrell Investment Partners bought 398 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $20.7K.
  • State Street Financial Select Sector SPDR ETF made up 0.62% of Harrell Investment Partners's portfolio in Q2 2026, its #46 holding.
  • Harrell Investment Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 22 quarters since.
  • Harrell Investment Partners's State Street Financial Select Sector SPDR ETF position peaked at $11.1M in Q4 2021.
  • 497 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.