Atomi Financial Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,240	Closed	-$264K	–	1334
2025 Q4	$264K	Sell	2,240 -1,096	-33%	-$126K	0.01%	1005
2025 Q3	$395K	Sell	3,336 -2,278	-41%	-$253K	0.01%	753
2025 Q2	$609K	Sell	5,614 -753	-12%	-$74.2K	0.02%	508
2025 Q1	$614K	Buy	+6,367	New	+$636K	0.03%	449

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Atomi Financial Group's XLC Position: Q1 2026 in Review

Atomi Financial Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 2,240 shares — an estimated $264K sold.

Atomi Financial Group first reported a position in XLC in Q1 2025 and held it in 4 quarters. The position peaked at $614K in Q1 2025. 1,184 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Atomi Financial Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Atomi Financial Group sold 2,240 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $264K.
Atomi Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and held it in 4 quarters.
Atomi Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $614K in Q1 2025.
1,184 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.