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

Atomi Financial Group’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 Q2	$1.12M	Sell	20,874 -621	-3%	-$32.3K	0.03%	437
2026 Q1	$1.06M	Sell	21,495 -21,931	-51%	-$1.14M	0.03%	419
2025 Q4	$2.38M	Buy	43,426 +15,309	+54%	+$816K	0.07%	204
2025 Q3	$1.51M	Sell	28,117 -4,597	-14%	-$244K	0.05%	257
2025 Q2	$1.71M	Buy	32,714 +8,354	+34%	+$413K	0.06%	210
2025 Q1	$1.21M	Buy	24,360 +17,138	+237%	+$860K	0.06%	250
2024 Q4	$349K	Buy	+7,222	New	+$349K	0.02%	645
2024 Q3	–	Sell	-12,083	Closed	-$497K	–	940
2024 Q2	$497K	Sell	12,083 -1,125	-9%	-$46.3K	0.04%	401
2024 Q1	$556K	Sell	13,208 -4,354	-25%	-$172K	0.05%	315
2023 Q4	$660K	Sell	17,562 -8,785	-33%	-$304K	0.09%	202
2023 Q3	$874K	Buy	+26,347	New	+$908K	0.29%	91

Other funds holding XLF

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

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Atomi Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.9% in Q2 2026, selling an estimated $32.3K and leaving 20,874 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #437.

Atomi Financial Group first reported a position in XLF in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.38M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Atomi Financial Group held 20,874 shares of State Street Financial Select Sector SPDR ETF worth $1.12M as of Q2 2026.
Atomi Financial Group sold 621 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $32.3K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #437 holding.
Atomi Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
Atomi Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $2.38M in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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