Diversify Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Diversify Wealth Management's XLU Position: Q2 2026 in Review
Diversify Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 43% in Q2 2026, selling an estimated $891K and leaving 25,966 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #572.
Diversify Wealth Management first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.08M in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Diversify Wealth Management held 25,966 shares of State Street Utilities Select Sector SPDR ETF worth $1.19M as of Q2 2026.
- Diversify Wealth Management sold 19,673 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $891K.
- State Street Utilities Select Sector SPDR ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #572 holding.
- Diversify Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
- Diversify Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.08M in Q1 2026.
- 1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.