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 Q3	$499K	Buy	9,341 +23	+0.2%	+$1.3K	0.02%	275
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Diversified Enterprises's XLF Position: Q3 2026 in Review

Diversified Enterprises increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.25% in Q3 2026, buying an estimated $1.3K and bringing the position to 9,341 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #275.

Diversified Enterprises first reported a position in XLF in Q3 2024 and has held it in 9 quarters since. The position peaked at $545K in Q4 2025. 1,319 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Diversified Enterprises held 9,341 shares of State Street Financial Select Sector SPDR ETF worth $499K as of Q3 2026.
Diversified Enterprises bought 23 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $1.3K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #275 holding.
Diversified Enterprises first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's State Street Financial Select Sector SPDR ETF position peaked at $545K in Q4 2025.
1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.