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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.5M	Buy	55,362 +7,237	+15%	+$1.24M	0.27%	74
2026 Q1	$6.4M	Sell	48,125 -1,348	-3%	-$190K	0.2%	97
2025 Q4	$7.12M	Buy	49,473 +15,139	+44%	+$2.19M	0.21%	86
2025 Q3	$4.84M	Sell	34,334 -4,622	-12%	-$612K	0.16%	109
2025 Q2	$4.93M	Sell	38,956 -10,044	-20%	-$1.11M	0.19%	92
2025 Q1	$5.06M	Buy	49,000 +16,202	+49%	+$1.84M	0.23%	88
2024 Q4	$3.81M	Buy	32,798 +20,938	+177%	+$2.44M	0.19%	92
2024 Q3	$1.34M	Sell	11,860 -14	-0.1%	-$1.54K	0.08%	186
2024 Q2	$1.34M	Sell	11,874 -2,508	-17%	-$264K	0.1%	167
2024 Q1	$1.5M	Sell	14,382 -6,998	-33%	-$708K	0.14%	138
2023 Q4	$2.06M	Buy	21,380 +6,506	+44%	+$579K	0.28%	74
2023 Q3	$1.22M	Buy	14,874 +4,632	+45%	+$397K	0.41%	69
2023 Q2	$890K	Sell	10,242 -4,620	-31%	-$364K	0.41%	69
2023 Q1	$1.12M	Buy	+14,862	New	+$1.02M	0.63%	38

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

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

Atomi Financial Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 15% in Q2 2026, buying an estimated $1.24M and bringing the position to 55,362 shares worth $10.5M. The position accounts for 0.27% of the portfolio, ranked #74.

Atomi Financial Group first reported a position in XLK in Q1 2023 and has held it in 14 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Atomi Financial Group held 55,362 shares of State Street Technology Select Sector SPDR ETF worth $10.5M as of Q2 2026.
Atomi Financial Group bought 7,237 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.24M.
State Street Technology Select Sector SPDR ETF made up 0.27% of Atomi Financial Group's portfolio in Q2 2026, its #74 holding.
Atomi Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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