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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$201K	Sell	1,243 -152	-11%	-$25.5K	0.01%	1158
2025 Q4	$216K	Sell	1,395 -168	-11%	-$25.8K	0.01%	1112
2025 Q3	$241K	Sell	1,563 -1,026	-40%	-$155K	0.01%	1009
2025 Q2	$382K	Sell	2,589 -580	-18%	-$79.1K	0.01%	699
2025 Q1	$415K	Buy	3,169 +971	+44%	+$131K	0.02%	613
2024 Q4	$290K	Sell	2,198 -1,904	-46%	-$262K	0.01%	736
2024 Q3	$556K	Sell	4,102 -268	-6%	-$34.1K	0.03%	419
2024 Q2	$533K	Sell	4,370 -58	-1%	-$7.15K	0.04%	373
2024 Q1	$558K	Sell	4,428 -638	-13%	-$75.1K	0.05%	313
2023 Q4	$578K	Buy	+5,066	New	+$532K	0.08%	236
2023 Q3	–	Sell	-7,757	Closed	-$832K	–	382
2023 Q2	$832K	Sell	7,757 -1,332	-15%	-$134K	0.38%	73
2023 Q1	$920K	Buy	+9,089	New	+$914K	0.51%	53

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 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

MMH

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Atomi Financial Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 11% in Q1 2026, selling an estimated $25.5K and leaving 1,243 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #1158.

Atomi Financial Group first reported a position in XLI in Q1 2023 and has held it in 12 quarters since. The position peaked at $920K in Q1 2023. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Atomi Financial Group held 1,243 shares of State Street Industrial Select Sector SPDR ETF worth $201K as of Q1 2026.
Atomi Financial Group sold 152 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $25.5K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1158 holding.
Atomi Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
Atomi Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $920K in Q1 2023.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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