Diversify Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-60,000
Closed -$6K 692
2024
Q2
$6K Buy
+60,000
New +$2.79M ﹤0.01% 629

Other funds holding XLE

Diversify Advisory Services's XLE Position: Q2 2026 in Review

Diversify Advisory Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 280% in Q2 2026, buying an estimated $1.45M and bringing the position to 34,445 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #410.

Diversify Advisory Services first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $16M in Q2 2024. 1,514 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Diversify Advisory Services held 34,445 shares of State Street Energy Select Sector SPDR ETF worth $2.01M as of Q2 2026.
  • Diversify Advisory Services bought 25,372 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.45M.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #410 holding.
  • Diversify Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Diversify Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $16M in Q2 2024.
  • 1,514 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.