Diversify Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Diversify Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.24M	Sell	39,349 -13,639	-26%	-$709K	0.04%	371
2026 Q1	$2.75M	Buy	52,988 +36,914	+230%	+$1.92M	0.05%	286
2025 Q4	$872K	Buy	16,074 +12,040	+298%	+$642K	0.04%	345
2025 Q3	$210K	Buy	+4,034	New	+$214K	0.01%	512
2024 Q3	–	Sell	-20,078	Closed	-$820K	–	501
2024 Q2	$820K	Buy	+20,078	New	+$826K	0.1%	188

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Diversify Wealth Management's XLF Position: Q2 2026 in Review

Diversify Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 26% in Q2 2026, selling an estimated $709K and leaving 39,349 shares worth $2.24M. The position accounts for 0.04% of the portfolio, ranked #371.

Diversify Wealth Management first reported a position in XLF in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.75M in Q1 2026. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Diversify Wealth Management held 39,349 shares of State Street Financial Select Sector SPDR ETF worth $2.24M as of Q2 2026.
Diversify Wealth Management sold 13,639 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $709K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #371 holding.
Diversify Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 5 quarters since.
Diversify Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.75M in Q1 2026.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.