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

Atlas Private Wealth 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	$543K	Sell	10,120 -2,801	-22%	-$146K	0.12%	82
2026 Q1	$638K	Sell	12,921 -4,860	-27%	-$253K	0.15%	74
2025 Q4	$974K	Sell	17,781 -4,976	-22%	-$265K	0.23%	56
2025 Q3	$1.23M	Sell	22,757 -28,930	-56%	-$1.53M	0.3%	51
2025 Q2	$2.71M	Sell	51,687 -20,316	-28%	-$1.01M	0.35%	50
2025 Q1	$3.59M	Sell	72,003 -268,493	-79%	-$13.5M	0.5%	39
2024 Q4	$16.5M	Sell	340,496 -9,726	-3%	-$470K	2.33%	13
2024 Q3	$15.9M	Buy	350,222 +36,954	+12%	+$1.61M	2.3%	14
2024 Q2	$12.9M	Buy	313,268 +169,981	+119%	+$7M	2.09%	13
2024 Q1	$6.04M	Buy	+143,287	New	+$5.66M	2.02%	13
2021 Q4	–	Sell	-446	Closed	-$17K	–	716
2021 Q3	$17K	Sell	446 -152	-25%	-$5.69K	0.01%	385
2021 Q2	$22K	Sell	598 -140	-19%	-$5.12K	0.01%	350
2021 Q1	$25K	Hold	738	–	–	0.01%	333
2020 Q4	$22K	Sell	738 -109	-13%	-$2.92K	0.01%	324
2020 Q3	$20K	Buy	847 +109	+15%	+$2.65K	0.02%	310
2020 Q2	$17K	Buy	+738	New	+$16.8K	0.02%	345

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 22.96% 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 Private Wealth Advisors's XLF Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 22% in Q2 2026, selling an estimated $146K and leaving 10,120 shares worth $543K. The position accounts for 0.12% of the portfolio, ranked #82.

Atlas Private Wealth Advisors first reported a position in XLF in Q2 2020 and has held it in 16 quarters since. The position peaked at $16.5M in Q4 2024. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Atlas Private Wealth Advisors held 10,120 shares of State Street Financial Select Sector SPDR ETF worth $543K as of Q2 2026.
Atlas Private Wealth Advisors sold 2,801 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $146K.
State Street Financial Select Sector SPDR ETF made up 0.12% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Atlas Private Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 16 quarters since.
Atlas Private Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $16.5M in Q4 2024.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.