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

Diversified’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
2024 Q3	$373K	Sell	8,232 -250	-3%	-$10.9K	0.04%	150
2024 Q2	$349K	Buy	8,482 +170	+2%	+$7K	0.04%	155
2024 Q1	$350K	Hold	8,312	–	–	0.05%	111
2023 Q4	$313K	Sell	8,312 -685	-8%	-$23.7K	0.07%	109
2023 Q3	$298K	Buy	8,997 +1,115	+14%	+$38.4K	0.08%	104
2023 Q2	$266K	Sell	7,882 -475	-6%	-$15.5K	0.07%	116
2023 Q1	$269K	Sell	8,357 -248	-3%	-$8.62K	0.1%	114
2022 Q4	$294K	Sell	8,605 -448	-5%	-$15.2K	0.12%	112
2022 Q3	$274K	Sell	9,053 -73,517	-89%	-$2.43M	0.14%	91
2022 Q2	$2.6M	Buy	+82,570	New	+$2.85M	1.08%	20

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Diversified's XLF Position: Q3 2024 in Review

Diversified reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.9% in Q3 2024, selling an estimated $10.9K and leaving 8,232 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #150.

Diversified first reported a position in XLF in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.6M in Q2 2022. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

Diversified held 8,232 shares of State Street Financial Select Sector SPDR ETF worth $373K as of Q3 2024.
Diversified sold 250 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $10.9K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Diversified's portfolio in Q3 2024, its #150 holding.
Diversified first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and has held it in 10 quarters since.
Diversified's State Street Financial Select Sector SPDR ETF position peaked at $2.6M in Q2 2022.
1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.