Atomi Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.73M	Buy	28,319 +16,615	+142%	+$891K	0.05%	273
2025 Q4	$523K	Buy	11,704 +2,934	+33%	+$131K	0.02%	671
2025 Q3	$392K	Sell	8,770 -3,636	-29%	-$159K	0.01%	757
2025 Q2	$526K	Buy	12,406 +370	+3%	+$15.4K	0.02%	568
2025 Q1	$562K	Buy	12,036 +3,724	+45%	+$168K	0.03%	484
2024 Q4	$356K	Buy	+8,312	New	+$378K	0.02%	636
2024 Q2	–	Sell	-13,648	Closed	-$644K	–	843
2024 Q1	$644K	Sell	13,648 -5,406	-28%	-$232K	0.06%	270
2023 Q4	$799K	Sell	19,054 -17,224	-47%	-$736K	0.11%	169
2023 Q3	$1.64M	Buy	36,278 +12,106	+50%	+$530K	0.55%	47
2023 Q2	$981K	Buy	24,172 +18,542	+329%	+$755K	0.45%	58
2023 Q1	$233K	Buy	+5,630	New	+$241K	0.13%	184

Other funds holding XLE

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

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

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

Atomi Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 142% in Q1 2026, buying an estimated $891K and bringing the position to 28,319 shares worth $1.73M. The position accounts for 0.05% of the portfolio, ranked #273.

Atomi Financial Group first reported a position in XLE in Q1 2023 and has held it in 11 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Atomi Financial Group held 28,319 shares of State Street Energy Select Sector SPDR ETF worth $1.73M as of Q1 2026.
Atomi Financial Group bought 16,615 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $891K.
State Street Energy Select Sector SPDR ETF made up 0.05% of Atomi Financial Group's portfolio in Q1 2026, its #273 holding.
Atomi Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 11 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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