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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Atomi Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.7% in Q1 2026, selling an estimated $190K and leaving 48,125 shares worth $6.4M. The position accounts for 0.2% of the portfolio, ranked #97.

Atomi Financial Group first reported a position in XLK in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.12M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Atomi Financial Group held 48,125 shares of State Street Technology Select Sector SPDR ETF worth $6.4M as of Q1 2026.
  • Atomi Financial Group sold 1,348 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $190K.
  • State Street Technology Select Sector SPDR ETF made up 0.2% of Atomi Financial Group's portfolio in Q1 2026, its #97 holding.
  • Atomi Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $7.12M in Q4 2025.
  • 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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