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Diversified Enterprises’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Diversified Enterprises’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35M Sell
29,383
-1,465
-5% -$65.7K 0.07% 124
2025
Q4 		$1.32M Buy
30,848
+14
+0% +$620 0.08% 106
2025
Q3 		$1.34M Sell
30,834
-944
-3% -$39.9K 0.09% 83
2025
Q2 		$1.3M Buy
31,778
+594
+2% +$23.7K 0.1% 80
2025
Q1 		$1.23M Sell
31,184
-44
-0.1% -$1.72K 0.1% 77
2024
Q4 		$1.18M Buy
31,228
+768
+3% +$30.5K 0.11% 72
2024
Q3 		$1.23M Buy
+30,460
New +$1.13M 0.14% 68

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Diversified Enterprises's XLU Position: Q1 2026 in Review

Diversified Enterprises reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.7% in Q1 2026, selling an estimated $65.7K and leaving 29,383 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #124.

Diversified Enterprises first reported a position in XLU in Q3 2024 and has held it in 7 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Diversified Enterprises held 29,383 shares of State Street Utilities Select Sector SPDR ETF worth $1.35M as of Q1 2026.
  • Diversified Enterprises sold 1,465 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $65.7K.
  • State Street Utilities Select Sector SPDR ETF made up 0.07% of Diversified Enterprises's portfolio in Q1 2026, its #124 holding.
  • Diversified Enterprises first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.