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 Q2	$1.15M	Sell	21,626 -6,693	-24%	-$383K	0.03%	425
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Atomi Financial Group's XLE Position: Q2 2026 in Review

Atomi Financial Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 24% in Q2 2026, selling an estimated $383K and leaving 21,626 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #425.

Atomi Financial Group first reported a position in XLE in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.73M in Q1 2026. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Atomi Financial Group held 21,626 shares of State Street Energy Select Sector SPDR ETF worth $1.15M as of Q2 2026.
Atomi Financial Group sold 6,693 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $383K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #425 holding.
Atomi Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
Atomi Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $1.73M in Q1 2026.
2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.