A detailed history of Harmony Asset Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Harmony Asset Management LLC holds 9,587 shares of XLF stock, worth $502,838. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,587
Previous 9,320 2.86%
Holding current value
$502,838
Previous $488 Million 5.81%
% of portfolio
0.18%
Previous 0.18%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$51.37 - $54.25 $13,715 - $14,484
267 Added 2.86%
9,587 $516 Million
Q2 2025

Aug 14, 2025

BUY
$43.92 - $52.37 $194,214 - $231,580
4,422 Added 90.28%
9,320 $488 Million
Q1 2025

May 01, 2025

SELL
$47.32 - $52.19 $52,052 - $57,409
-1,100 Reduced 18.34%
4,898 $244 Million
Q4 2024

Feb 14, 2025

SELL
$44.89 - $51.34 $53,463 - $61,145
-1,191 Reduced 16.57%
5,998 $290 Million
Q3 2024

Nov 13, 2024

SELL
$40.84 - $45.74 $43,698 - $48,941
-1,070 Reduced 12.96%
7,189 $326 Million
Q2 2024

Aug 14, 2024

SELL
$39.59 - $42.49 $5,780 - $6,203
-146 Reduced 1.74%
8,259 $340 Million
Q1 2024

May 14, 2024

BUY
$37.27 - $42.12 $39,468 - $44,605
1,059 Added 14.42%
8,405 $354 Million
Q4 2023

Feb 08, 2024

BUY
$31.45 - $37.72 $231,031 - $277,091
7,346 New
7,346 $276 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Harmony Asset Management LLC Portfolio

Follow Harmony Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harmony Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harmony Asset Management LLC with notifications on news.