Diversify Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Diversify Advisory Services's XLU Position: Q3 2026 in Review
Diversify Advisory Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.4% in Q3 2026, selling an estimated $83.3K and leaving 24,049 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #660.
Diversify Advisory Services first reported a position in XLU in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.6M in Q2 2024. 412 funds tracked by Wall St. Rank hold XLU as of Q3 2026.
- Diversify Advisory Services held 24,049 shares of State Street Utilities Select Sector SPDR ETF worth $1M as of Q3 2026.
- Diversify Advisory Services sold 1,917 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $83.3K.
- State Street Utilities Select Sector SPDR ETF made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #660 holding.
- Diversify Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
- Diversify Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $20.6M in Q2 2024.
- 412 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.
Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.