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 Q2	$457K	Sell	10,070 -763	-7%	-$34.6K	0.01%	815
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

Atomi Financial Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7% in Q2 2026, selling an estimated $34.6K and leaving 10,070 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #815.

Atomi Financial Group first reported a position in XLU in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.37M in Q4 2023. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Atomi Financial Group held 10,070 shares of State Street Utilities Select Sector SPDR ETF worth $457K as of Q2 2026.
Atomi Financial Group sold 763 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $34.6K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #815 holding.
Atomi Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Atomi Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.37M in Q4 2023.
1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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