Atom Investors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Atom Investors’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	–	Sell	-6,940	Closed	-$380K	–	864
2025 Q4	$380K	Sell	6,940 -328,203	-98%	-$17.5M	0.03%	416
2025 Q3	$18.1M	Sell	335,143 -212,128	-39%	-$11.2M	1.37%	5
2025 Q2	$28.7M	Buy	547,271 +189,402	+53%	+$9.37M	2.54%	3
2025 Q1	$17.8M	Buy	357,869 +291,854	+442%	+$14.6M	2.19%	2
2024 Q4	$3.19M	Sell	66,015 -10,059	-13%	-$486K	0.4%	79
2024 Q3	$3.45M	Buy	76,074 +18,467	+32%	+$806K	0.36%	93
2024 Q2	$2.37M	Sell	57,607 -22,567	-28%	-$929K	0.24%	138
2024 Q1	$3.38M	Buy	80,174 +29,129	+57%	+$1.15M	0.42%	66
2023 Q4	$1.92M	Buy	51,045 +7,094	+16%	+$246K	0.34%	97
2023 Q3	$1.46M	Sell	43,951 -28,049	-39%	-$967K	0.33%	92
2023 Q2	$2.43M	Buy	+72,000	New	+$2.35M	0.92%	17
2021 Q4	–	Sell	-56,002	Closed	-$2.1M	–	426
2021 Q3	$2.1M	Sell	56,002 -136,435	-71%	-$5.1M	0.17%	72
2021 Q2	$7.06M	Sell	192,437 -291,712	-60%	-$10.7M	0.89%	16
2021 Q1	$16.5M	Sell	484,149 -897,388	-65%	-$28.8M	2.76%	6
2020 Q4	$40.7M	Buy	1,381,537 +1,306,537	+1,742%	+$35M	4.11%	1
2020 Q3	$1.8M	Sell	75,000 -111,724	-60%	-$2.72M	0.17%	139
2020 Q2	$4.32M	Buy	+186,724	New	+$4.24M	0.28%	65
2019 Q4	–	Sell	-7,444	Closed	-$208K	–	324
2019 Q3	$208K	Buy	+7,444	New	+$205K	0.01%	269

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

Atom Investors's XLF Position: Q1 2026 in Review

Atom Investors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 6,940 shares — an estimated $380K sold.

Atom Investors first reported a position in XLF in Q3 2019 and held it in 18 quarters. The position peaked at $40.7M in Q4 2020. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Atom Investors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Atom Investors sold 6,940 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $380K.
Atom Investors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and held it in 18 quarters.
Atom Investors's State Street Financial Select Sector SPDR ETF position peaked at $40.7M in Q4 2020.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.