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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Atomi Financial Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 49% in Q1 2026, selling an estimated $1.02M and leaving 6,785 shares worth $995K. The position accounts for 0.03% of the portfolio, ranked #444.

Atomi Financial Group first reported a position in XLV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.08M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Atomi Financial Group held 6,785 shares of State Street Health Care Select Sector SPDR ETF worth $995K as of Q1 2026.
Atomi Financial Group sold 6,624 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.02M.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #444 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 13 quarters since.
Atomi Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $2.08M in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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