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
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: Q1 2026 in Review

Diversify Advisory Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 594,983 shares — an estimated $32.4M sold.

Diversify Advisory Services first reported a position in XLF in Q1 2024 and held it in 8 quarters. The position peaked at $32.4M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Diversify Advisory Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 594,983 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $32.4M.
  • Diversify Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $32.4M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.