Atomi Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$945K	Sell	5,953 -832	-12%	-$124K	0.02%	499
2026 Q1	$995K	Sell	6,785 -6,624	-49%	-$1.02M	0.03%	444
2025 Q4	$2.08M	Buy	13,409 +2,332	+21%	+$349K	0.06%	231
2025 Q3	$1.54M	Sell	11,077 -1,522	-12%	-$206K	0.05%	254
2025 Q2	$1.7M	Sell	12,599 -1,036	-8%	-$140K	0.06%	213
2025 Q1	$1.99M	Buy	13,635 +5,770	+73%	+$838K	0.09%	170
2024 Q4	$1.08M	Buy	7,865 +402	+5%	+$58.8K	0.05%	253
2024 Q3	$1.15M	Sell	7,463 -52	-0.7%	-$7.88K	0.07%	215
2024 Q2	$1.1M	Sell	7,515 -908	-11%	-$130K	0.08%	195
2024 Q1	$1.24M	Buy	8,423 +4,113	+95%	+$590K	0.11%	159
2023 Q4	$588K	Sell	4,310 -5,612	-57%	-$730K	0.08%	234
2023 Q3	$1.28M	Buy	9,922 +880	+10%	+$117K	0.43%	59
2023 Q2	$1.2M	Buy	9,042 +6,705	+287%	+$884K	0.55%	44
2023 Q1	$303K	Buy	+2,337	New	+$305K	0.17%	149

Other funds holding XLV

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Atomi Financial Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q2 2026, selling an estimated $124K and leaving 5,953 shares worth $945K. The position accounts for 0.02% of the portfolio, ranked #499.

Atomi Financial Group first reported a position in XLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.08M in Q4 2025. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Atomi Financial Group held 5,953 shares of State Street Health Care Select Sector SPDR ETF worth $945K as of Q2 2026.
Atomi Financial Group sold 832 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $124K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #499 holding.
Atomi Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Atomi Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $2.08M in Q4 2025.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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