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: Q1 2026 in Review
Diversify Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 109% in Q1 2026, buying an estimated $1.07M and bringing the position to 45,639 shares worth $2.08M. The position accounts for 0.04% of the portfolio, ranked #365.
Diversify Wealth Management first reported a position in XLU in Q2 2025 and has held it in 4 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Diversify Wealth Management held 45,639 shares of State Street Utilities Select Sector SPDR ETF worth $2.08M as of Q1 2026.
- Diversify Wealth Management bought 23,756 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.07M.
- State Street Utilities Select Sector SPDR ETF made up 0.04% of Diversify Wealth Management's portfolio in Q1 2026, its #365 holding.
- Diversify Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.