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

Hartford Financial 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	$150K	Buy	2,789 +189	+7%	+$9.82K	0.03%	145
2026 Q1	$128K	Hold	2,600	–	–	0.03%	142
2025 Q4	$142K	Hold	2,600	–	–	0.04%	137
2025 Q3	$140K	Sell	2,600 -297	-10%	-$15.7K	0.04%	141
2025 Q2	$152K	Hold	2,897	–	–	0.04%	140
2025 Q1	$144K	Buy	2,897 +297	+11%	+$14.9K	0.03%	162
2024 Q4	$126K	Hold	2,600	–	–	0.03%	170
2024 Q3	$118K	Hold	2,600	–	–	0.02%	177
2024 Q2	$107K	Sell	2,600 -212	-8%	-$8.72K	0.02%	177
2024 Q1	$118K	Buy	2,812 +212	+8%	+$8.37K	0.03%	176
2023 Q4	$97.8K	Hold	2,600	–	–	0.02%	184
2023 Q3	$86.2K	Hold	2,600	–	–	0.02%	191
2023 Q2	$87.6K	Sell	2,600 -893	-26%	-$29.1K	0.02%	190
2023 Q1	$112K	Hold	3,493	–	–	0.03%	175
2022 Q4	$119K	Hold	3,493	–	–	0.03%	170
2022 Q3	$106K	Hold	3,493	–	–	0.03%	171
2022 Q2	$110K	Hold	3,493	–	–	0.03%	171
2022 Q1	$134K	Hold	3,493	–	–	0.03%	167
2021 Q4	$136K	Hold	3,493	–	–	0.03%	166
2021 Q3	$131K	Hold	3,493	–	–	0.03%	162
2021 Q2	$128K	Hold	3,493	–	–	0.03%	167
2021 Q1	$119K	Buy	3,493 +893	+34%	+$28.7K	0.03%	161
2020 Q4	$77K	Hold	2,600	–	–	0.02%	184
2020 Q3	$63K	Sell	2,600 -161	-6%	-$3.92K	0.02%	179
2020 Q2	$64K	Sell	2,761 -14,500	-84%	-$329K	0.02%	180
2020 Q1	$359K	Sell	17,261 -27,306	-61%	-$752K	0.14%	117
2019 Q4	$1.37M	Sell	44,567 -117	-0.3%	-$3.43K	0.43%	78
2019 Q3	$1.25M	Sell	44,684 -780	-2%	-$21.5K	0.42%	81
2019 Q2	$1.25M	Sell	45,464 -44,241	-49%	-$1.2M	0.42%	79
2019 Q1	$2.31M	Sell	89,705 -21,439	-19%	-$553K	0.79%	43
2018 Q4	$2.65M	Sell	111,144 -15,506	-12%	-$403K	1.01%	33
2018 Q3	$3.49M	Sell	126,650 -1,550	-1%	-$43.4K	1.18%	27
2018 Q2	$3.41M	Sell	128,200 -4,332	-3%	-$119K	1.21%	23
2018 Q1	$3.65M	Sell	132,532 -1,374	-1%	-$39.6K	1.85%	11
2017 Q4	$3.74M	Buy	133,906 +456	+0.3%	+$12.3K	1.83%	11
2017 Q3	$3.45M	Buy	133,450 +2,200	+2%	+$54.9K	1.75%	12
2017 Q2	$3.24M	Buy	+131,250	New	+$3.11M	1.45%	17
2017 Q1	–	Sell	-132,470	Closed	-$3.08M	–	363
2016 Q4	$3.08M	Sell	132,470 -600	-0.5%	-$12.9K	1.83%	13
2016 Q3	$2.57M	Sell	133,070 -19,929	-13%	-$411K	1.56%	17
2016 Q2	$3.07M	Sell	152,999 -341	-0.2%	-$6.9K	1.85%	14
2016 Q1	$3.03M	Sell	153,340 -28,821	-16%	-$549K	1.88%	14
2015 Q4	$3.81M	Buy	182,161 +10,879	+6%	+$229K	2.38%	8
2015 Q3	$3.41M	Buy	171,282 +16,216	+10%	+$344K	2.28%	8
2015 Q2	$3.32M	Buy	155,066 +10,275	+7%	+$222K	1.94%	10
2015 Q1	$3.06M	Buy	144,791 +21,985	+18%	+$465K	1.88%	15
2014 Q4	$2.67M	Buy	122,806 +3,076	+3%	+$64.4K	1.64%	19
2014 Q3	$2.44M	Sell	119,730 -883	-0.7%	-$17.8K	1.46%	20
2014 Q2	$2.41M	Buy	120,613 +13,192	+12%	+$257K	1.46%	19
2014 Q1	$2.11M	Buy	+107,421	New	+$2.05M	1.38%	23

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Hartford Financial Management's XLF Position: Q2 2026 in Review

Hartford Financial Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.3% in Q2 2026, buying an estimated $9.82K and bringing the position to 2,789 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #145.

Hartford Financial Management first reported a position in XLF in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.81M in Q4 2015. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Hartford Financial Management held 2,789 shares of State Street Financial Select Sector SPDR ETF worth $150K as of Q2 2026.
Hartford Financial Management bought 189 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $9.82K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Hartford Financial Management's portfolio in Q2 2026, its #145 holding.
Hartford Financial Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and has held it in 49 quarters since.
Hartford Financial Management's State Street Financial Select Sector SPDR ETF position peaked at $3.81M in Q4 2015.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.