Diversify Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-26,876
Closed -$1.17M 882
2025
Q4
$1.17M Buy
26,876
+2,922
+12% +$129K 0.04% 357
2025
Q3
$1.07M Sell
23,954
-910
-4% -$38.5K 0.04% 355
2025
Q2
$1.07M Buy
24,864
+17,918
+258% +$714K 0.04% 310
2025
Q1
$275K Sell
6,946
-4,350
-39% -$170K 0.02% 521
2024
Q4
$427K Sell
11,296
-119,964
-91% -$4.76M 0.02% 396
2024
Q3
$5.34M Sell
131,260
-466,948
-78% -$17.3M 0.29% 65
2024
Q2
$20.6M Buy
598,208
+591,856
+9,318% +$20.3M 1.13% 19
2024
Q1
$207K Buy
+6,352
New +$198K 0.01% 610

Other funds holding XLU

Diversify Advisory Services's XLU Position: Q1 2026 in Review

Diversify Advisory Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 26,876 shares — an estimated $1.17M sold.

Diversify Advisory Services first reported a position in XLU in Q1 2024 and held it in 8 quarters. The position peaked at $20.6M in Q2 2024. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Diversify Advisory Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 26,876 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.17M.
  • Diversify Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $20.6M in Q2 2024.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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