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 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 $1.56T 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

Atlas Private Wealth Advisors's XLF Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 27% in Q1 2026, selling an estimated $253K and leaving 12,921 shares worth $638K. The position accounts for 0.15% of the portfolio, ranked #74.

Atlas Private Wealth Advisors first reported a position in XLF in Q2 2020 and has held it in 15 quarters since. The position peaked at $16.5M in Q4 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Atlas Private Wealth Advisors held 12,921 shares of State Street Financial Select Sector SPDR ETF worth $638K as of Q1 2026.
Atlas Private Wealth Advisors sold 4,860 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $253K.
State Street Financial Select Sector SPDR ETF made up 0.15% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #74 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 15 quarters since.
Atlas Private Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $16.5M in Q4 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.