Diversify Wealth Management’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
$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

Diversify Wealth Management's XLF Position: Q1 2026 in Review

Diversify Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 230% in Q1 2026, buying an estimated $1.92M and bringing the position to 52,988 shares worth $2.75M. The position accounts for 0.05% of the portfolio, ranked #286.

Diversify Wealth Management first reported a position in XLF in Q2 2024 and has held it in 4 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Diversify Wealth Management held 52,988 shares of State Street Financial Select Sector SPDR ETF worth $2.75M as of Q1 2026.
  • Diversify Wealth Management bought 36,914 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.92M.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of Diversify Wealth Management's portfolio in Q1 2026, its #286 holding.
  • Diversify Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 4 quarters since.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.