XLF — SELECT SECTOR SPDR TR

Ownership history in Diversify Advisory Services, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in SELECT SECTOR SPDR TR (XLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.03% (2025 Q4)
Avg. % of fund
0.22%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 594,983 +541,342 +1009.2% 1.03% $32.4M $54.77
2025 Q3 ADDED 53,641 +11,536 +27.4% 0.09% $2.8M $53.68
2025 Q2 ADDED 42,105 +6,208 +17.3% 0.08% $2.2M $52.02
2025 Q1 REDUCED 35,897 -10,909 -23.3% 0.11% $1.7M $49.30
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLF price (monthly, adj. close)

Other funds also holding XLF

As of 2025 Q4 — sorted by position size

TIFF ADVISORY SERVICES, LLC 3Y 7Y 26.88% Main Management ETF Advisors, LLC 3Y 7Y 14.66% Marks Wealth, LLC 3Y 12.29% EHP Funds Inc. 3Y 10.9% IMZ Advisory Inc 10.63% WestEnd Advisors, LLC 3Y 7Y 10.15% Main Management Fund Advisors LLC 3Y 9.98% INNEALTA CAPITAL, LLC 3Y 7Y 8.63% Yelin Lapidot Holdings Management Ltd. 8.4% Lakeshore Financial Planning, Inc. 8.39%
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