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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$497K	Sell	10,833 -8,376	-44%	-$376K	0.02%	716
2025 Q4	$820K	Buy	19,209 +1,109	+6%	+$49.1K	0.02%	478
2025 Q3	$789K	Sell	18,100 -7,286	-29%	-$308K	0.03%	466
2025 Q2	$1.04M	Buy	25,386 +450	+2%	+$17.9K	0.04%	330
2025 Q1	$983K	Buy	24,936 +748	+3%	+$29.2K	0.04%	312
2024 Q4	$915K	Sell	24,188 -6,056	-20%	-$240K	0.05%	283
2024 Q3	$1.22M	Buy	30,244 +10,524	+53%	+$390K	0.08%	205
2024 Q2	$672K	Buy	+19,720	New	+$677K	0.05%	301
2024 Q1	–	Sell	-43,236	Closed	-$1.37M	–	768
2023 Q4	$1.37M	Buy	43,236 +19,868	+85%	+$607K	0.19%	108
2023 Q3	$689K	Buy	23,368 +2,686	+13%	+$86.6K	0.23%	115
2023 Q2	$677K	Buy	20,682 +4,678	+29%	+$157K	0.31%	103
2023 Q1	$542K	Buy	+16,004	New	+$542K	0.3%	92

Other funds holding XLU

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Atomi Financial Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 44% in Q1 2026, selling an estimated $376K and leaving 10,833 shares worth $497K. The position accounts for 0.02% of the portfolio, ranked #716.

Atomi Financial Group first reported a position in XLU in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.37M in Q4 2023. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Atomi Financial Group held 10,833 shares of State Street Utilities Select Sector SPDR ETF worth $497K as of Q1 2026.
Atomi Financial Group sold 8,376 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $376K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #716 holding.
Atomi Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
Atomi Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.37M in Q4 2023.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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