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Diversified Enterprises’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Diversified Enterprises’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 		$500K Sell
9,318
-730
-7% -$37.9K 0.02% 248
2026
Q1 		$496K Buy
10,048
+92
+0.9% +$4.79K 0.03% 241
2025
Q4 		$545K Hold
9,956
– – 0.03% 204
2025
Q3 		$536K Buy
9,956
+246
+3% +$13K 0.04% 158
2025
Q2 		$509K Buy
9,710
+64
+0.7% +$3.17K 0.04% 158
2025
Q1 		$480K Buy
9,646
+85
+0.9% +$4.26K 0.04% 164
2024
Q4 		$462K Buy
9,561
+1,329
+16% +$64.3K 0.04% 139
2024
Q3 		$373K Buy
+8,232
New +$359K 0.04% 150

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Diversified Enterprises's XLF Position: Q2 2026 in Review

Diversified Enterprises reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.3% in Q2 2026, selling an estimated $37.9K and leaving 9,318 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #248.

Diversified Enterprises first reported a position in XLF in Q3 2024 and has held it in 8 quarters since. The position peaked at $545K in Q4 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Diversified Enterprises held 9,318 shares of State Street Financial Select Sector SPDR ETF worth $500K as of Q2 2026.
  • Diversified Enterprises sold 730 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $37.9K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Diversified Enterprises's portfolio in Q2 2026, its #248 holding.
  • Diversified Enterprises first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
  • Diversified Enterprises's State Street Financial Select Sector SPDR ETF position peaked at $545K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.