New Harbor Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

New Harbor Financial Group’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
2025 Q4	–	Sell	-510,406	Closed	-$27.5M	–	59
2025 Q3	$27.5M	Buy	510,406 +17,820	+4%	+$944K	5.57%	10
2025 Q2	$25.8M	Buy	492,586 +8,339	+2%	+$413K	5.92%	7
2025 Q1	$24.1M	Buy	484,247 +11,580	+2%	+$581K	6.41%	7
2024 Q4	$22.8M	Buy	472,667 +200,724	+74%	+$9.71M	6.72%	7
2024 Q3	$12.3M	Buy	+271,943	New	+$11.9M	3.16%	13

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

New Harbor Financial Group's XLF Position: Q4 2025 in Review

New Harbor Financial Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 510,406 shares — an estimated $27.5M sold.

New Harbor Financial Group first reported a position in XLF in Q3 2024 and held it in 5 quarters. The position peaked at $27.5M in Q3 2025. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

New Harbor Financial Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
New Harbor Financial Group sold 510,406 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $27.5M.
New Harbor Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and held it in 5 quarters.
New Harbor Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $27.5M in Q3 2025.
1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on New Harbor Financial Group's 13F filing for Q4 2025, filed 30 Jan 2026.