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

Diversified Trust’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	$613K	Buy	+11,471	New	+$650K	0.01%	621

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 Trust's XLF Position: Q3 2026 in Review

Diversified Trust opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026: 11,471 shares worth $613K. The stake represents 0.01% of the portfolio and ranks #621 among its holdings.

1,319 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Diversified Trust held 11,471 shares of State Street Financial Select Sector SPDR ETF worth $613K as of Q3 2026.
State Street Financial Select Sector SPDR ETF was a new Diversified Trust position in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #621 holding.
1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.