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

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

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. 1,896 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.
1,896 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.