Diversify Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.24M Buy
+39,349
New +$2.05M 0.04% 371
2026
Q1
Sell
-594,983
Closed -$32.4M 878
2025
Q4
$32.4M Buy
594,983
+541,342
+1,009% +$28.8M 1.03% 18
2025
Q3
$2.8M Buy
53,641
+11,536
+27% +$611K 0.09% 169
2025
Q2
$2.21M Buy
42,105
+6,208
+17% +$307K 0.08% 175
2025
Q1
$1.75M Sell
35,897
-10,909
-23% -$547K 0.11% 134
2024
Q4
$2.21M Sell
46,806
-848
-2% -$41K 0.12% 116
2024
Q3
$2.25M Buy
47,654
+3,347
+8% +$146K 0.12% 152
2024
Q2
$1.85M Buy
44,307
+13,843
+45% +$570K 0.1% 167
2024
Q1
$1.28M Buy
+30,464
New +$1.2M 0.08% 205

Other funds holding XLF

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

Diversify Advisory Services opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 39,349 shares worth $2.24M. The stake represents 0.04% of the portfolio and ranks #371 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in XLF as recently as Q4 2025.

Diversify Advisory Services first reported a position in XLF in Q1 2024 and has held it in 9 quarters since. The position peaked at $32.4M in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Diversify Advisory Services held 39,349 shares of State Street Financial Select Sector SPDR ETF worth $2.24M as of Q2 2026.
  • State Street Financial Select Sector SPDR ETF was a new Diversify Advisory Services position in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #371 holding.
  • Diversify Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
  • Diversify Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $32.4M in Q4 2025.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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