Atomi Financial Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Atomi Financial Group’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,666	Closed	-$466K	–	1033
2024 Q3	$466K	Sell	9,666 -542	-5%	-$24.7K	0.03%	478
2024 Q2	$451K	Buy	10,208 +1,006	+11%	+$45.5K	0.03%	431
2024 Q1	$427K	Sell	9,202 -3,316	-26%	-$143K	0.04%	399
2023 Q4	$535K	Buy	+12,518	New	+$500K	0.07%	250

Other funds holding XLB

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Atomi Financial Group's XLB Position: Q4 2024 in Review

Atomi Financial Group sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2024, closing a stake of 9,666 shares — an estimated $466K sold.

Atomi Financial Group first reported a position in XLB in Q4 2023 and held it in 4 quarters. The position peaked at $535K in Q4 2023. 813 funds tracked by Wall St. Rank hold XLB as of Q4 2024.

Atomi Financial Group reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Atomi Financial Group sold 9,666 State Street Materials Select Sector SPDR ETF shares in Q4 2024, an estimated $466K.
Atomi Financial Group first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
Atomi Financial Group's State Street Materials Select Sector SPDR ETF position peaked at $535K in Q4 2023.
813 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2024.

Based on Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.