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

Diversified Portfolios Inc’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 Q1	$233K	Hold	4,726	–	–	0.02%	163
2025 Q4	$259K	Buy	4,726 +201	+4%	+$10.7K	0.02%	166
2025 Q3	$244K	Buy	4,525 +225	+5%	+$11.9K	0.02%	153
2025 Q2	$225K	Sell	4,300 -450	-9%	-$22.3K	0.02%	151
2025 Q1	$237K	Hold	4,750	–	–	0.02%	136
2024 Q4	$230K	Hold	4,750	–	–	0.03%	138
2024 Q3	$215K	Buy	+4,750	New	+$207K	0.02%	133
2024 Q2	–	Sell	-4,750	Closed	-$200K	–	141
2024 Q1	$200K	Buy	+4,750	New	+$188K	0.03%	126

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Diversified Portfolios Inc's XLF Position: Q1 2026 in Review

Diversified Portfolios Inc held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 4,726 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #163.

Diversified Portfolios Inc first reported a position in XLF in Q1 2024 and has held it in 8 quarters since. The position peaked at $259K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Diversified Portfolios Inc held 4,726 shares of State Street Financial Select Sector SPDR ETF worth $233K as of Q1 2026.
Diversified Portfolios Inc left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of Diversified Portfolios Inc's portfolio in Q1 2026, its #163 holding.
Diversified Portfolios Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
Diversified Portfolios Inc's State Street Financial Select Sector SPDR ETF position peaked at $259K in Q4 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.