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
Q2
$1.19M Buy
+25,966
New +$1.18M 0.02% 572
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: Q2 2026 in Review

Diversify Advisory Services opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 25,966 shares worth $1.19M. The stake represents 0.02% of the portfolio and ranks #572 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in XLU as recently as Q4 2025.

Diversify Advisory Services first reported a position in XLU in Q1 2024 and has held it in 9 quarters since. The position peaked at $20.6M in Q2 2024. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Diversify Advisory Services held 25,966 shares of State Street Utilities Select Sector SPDR ETF worth $1.19M as of Q2 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Diversify Advisory Services position in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #572 holding.
  • Diversify Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
  • Diversify Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $20.6M in Q2 2024.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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