Atlas Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Atlas Capital Advisors’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 Q2	$10.1M	Buy	188,226 +3,770	+2%	+$196K	1.1%	19
2026 Q1	$9.11M	Sell	184,456 -11,287	-6%	-$588K	1.04%	21
2025 Q4	$10.7M	Buy	+195,743	New	+$10.4M	1.19%	13
2025 Q2	$13.3M	Sell	253,089 -47,483	-16%	-$2.35M	1.62%	9
2025 Q1	$15M	Buy	300,572 +33,647	+13%	+$1.69M	1.87%	6
2024 Q4	$12.9M	Buy	266,925 +10,571	+4%	+$511K	1.64%	7
2024 Q3	$11.6M	Sell	256,354 -10,625	-4%	-$464K	1.77%	8
2024 Q2	$11M	Sell	266,979 -28,290	-10%	-$1.16M	1.43%	13
2024 Q1	$12.4M	Buy	295,269 +82,507	+39%	+$3.26M	1.94%	7
2023 Q4	$8M	Buy	212,762 +39,487	+23%	+$1.37M	1.16%	19
2023 Q3	$5.75M	Buy	173,275 +8,473	+5%	+$292K	0.95%	27
2023 Q2	$5.56M	Buy	164,802 +1,404	+0.9%	+$45.8K	0.84%	29
2023 Q1	$5.25M	Sell	163,398 -35,019	-18%	-$1.22M	0.83%	32
2022 Q4	$6.79M	Buy	198,417 +45,346	+30%	+$1.53M	1.14%	20
2022 Q3	$4.65M	Buy	153,071 +22,413	+17%	+$741K	0.85%	28
2022 Q2	$4.11M	Sell	130,658 -46,958	-26%	-$1.62M	0.7%	34
2022 Q1	$6.81M	Buy	177,616 +26,105	+17%	+$1.02M	1.06%	23
2021 Q4	$5.92M	Buy	151,511 +38,433	+34%	+$1.51M	0.88%	27
2021 Q3	$4.24M	Sell	113,078 -8,547	-7%	-$320K	0.68%	37
2021 Q2	$4.46M	Sell	121,625 -1,388	-1%	-$50.8K	0.75%	32
2021 Q1	$4.19M	Buy	123,013 +26,255	+27%	+$843K	0.81%	28
2020 Q4	$2.85M	Buy	96,758 +1,038	+1%	+$27.8K	0.6%	37
2020 Q3	$2.3M	Sell	95,720 -13,876	-13%	-$337K	0.55%	38
2020 Q2	$2.54M	Buy	109,596 +9,578	+10%	+$217K	0.59%	36
2020 Q1	$2.08M	Buy	100,018 +472	+0.5%	+$13K	0.62%	31
2019 Q4	$3.06M	Sell	99,546 -2,664	-3%	-$78.2K	0.76%	25
2019 Q3	$2.86M	Buy	102,210 +2,654	+3%	+$73.3K	0.86%	16
2019 Q2	$2.75M	Buy	99,556 +25,258	+34%	+$684K	0.9%	14
2019 Q1	$1.91M	Sell	74,298 -43,590	-37%	-$1.13M	0.69%	28
2018 Q4	$2.81M	Buy	117,888 +28,268	+32%	+$734K	1.12%	15
2018 Q3	$2.5M	Buy	89,620 +6,804	+8%	+$190K	0.84%	22
2018 Q2	$2.28M	Sell	82,816 -7,065	-8%	-$195K	0.81%	22
2018 Q1	$2.48M	Buy	+89,881	New	+$2.59M	0.76%	21

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atlas Capital Advisors's XLF Position: Q2 2026 in Review

Atlas Capital Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2% in Q2 2026, buying an estimated $196K and bringing the position to 188,226 shares worth $10.1M. The position accounts for 1.1% of the portfolio, ranked #19.

Atlas Capital Advisors first reported a position in XLF in Q1 2018 and has held it in 33 quarters since. The position peaked at $15M in Q1 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Atlas Capital Advisors held 188,226 shares of State Street Financial Select Sector SPDR ETF worth $10.1M as of Q2 2026.
Atlas Capital Advisors bought 3,770 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $196K.
State Street Financial Select Sector SPDR ETF made up 1.1% of Atlas Capital Advisors's portfolio in Q2 2026, its #19 holding.
Atlas Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
Atlas Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $15M in Q1 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.