Atlantic Union Bankshares’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Atlantic Union Bankshares’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 Q1	$5.74M	Sell	116,360 -1,331	-1%	-$69.4K	0.11%	171
2025 Q4	$6.45M	Sell	117,691 -116	-0.1%	-$6.18K	0.12%	156
2025 Q3	$6.35M	Buy	117,807 +242	+0.2%	+$12.8K	0.12%	160
2025 Q2	$6.16M	Buy	117,565 +109,972	+1,448%	+$5.44M	0.14%	144
2025 Q1	$378K	Hold	7,593	–	–	0.02%	249
2024 Q4	$367K	Hold	7,593	–	–	0.02%	252
2024 Q3	$344K	Hold	7,593	–	–	0.02%	261
2024 Q2	$312K	Hold	7,593	–	–	0.02%	270
2024 Q1	$320K	Hold	7,593	–	–	0.03%	237
2023 Q4	$285K	Hold	7,593	–	–	0.03%	253
2023 Q3	$252K	Hold	7,593	–	–	0.03%	257
2023 Q2	$256K	Sell	7,593 -3,450	-31%	-$113K	0.03%	261
2023 Q1	$355K	Hold	11,043	–	–	0.04%	219
2022 Q4	$378K	Sell	11,043 -1	-0%	-$34	0.04%	206
2022 Q3	$336K	Sell	11,044 -396	-3%	-$13.1K	0.04%	195
2022 Q2	$360K	Hold	11,440	–	–	0.04%	200
2022 Q1	$438K	Sell	11,440 -1,075	-9%	-$42K	0.04%	197
2021 Q4	$489K	Buy	12,515 +656	+6%	+$25.8K	0.04%	194
2021 Q3	$445K	Hold	11,859	–	–	0.04%	200
2021 Q2	$436K	Hold	11,859	–	–	0.04%	204
2021 Q1	$403K	Hold	11,859	–	–	0.04%	202
2020 Q4	$350K	Buy	11,859 +523	+5%	+$14K	0.04%	215
2020 Q3	$273K	Sell	11,336 -4,651	-29%	-$113K	0.03%	221
2020 Q2	$370K	Buy	+15,987	New	+$363K	0.05%	195

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atlantic Union Bankshares's XLF Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.1% in Q1 2026, selling an estimated $69.4K and leaving 116,360 shares worth $5.74M. The position accounts for 0.11% of the portfolio, ranked #171.

Atlantic Union Bankshares first reported a position in XLF in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.45M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Atlantic Union Bankshares held 116,360 shares of State Street Financial Select Sector SPDR ETF worth $5.74M as of Q1 2026.
Atlantic Union Bankshares sold 1,331 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $69.4K.
State Street Financial Select Sector SPDR ETF made up 0.11% of Atlantic Union Bankshares's portfolio in Q1 2026, its #171 holding.
Atlantic Union Bankshares first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
Atlantic Union Bankshares's State Street Financial Select Sector SPDR ETF position peaked at $6.45M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.