Balyasny Asset Management’s State Street Financial Select Sector SPDR Premium Income ETF XLFI Stock Holding History

Balyasny Asset Management’s Portfolio XLFI Stock Details XLFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-228,645	Closed	-$11.3M	–	3623
2026 Q1	$11.3M	Buy	+228,645	New	+$5.41M	0.01%	981

Other funds holding XLFI

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Balyasny Asset Management's XLFI Position: Q2 2026 in Review

Balyasny Asset Management sold out of State Street Financial Select Sector SPDR Premium Income ETF (XLFI) in Q2 2026, closing a stake of 228,645 shares — an estimated $11.3M sold.

Balyasny Asset Management first reported a position in XLFI in Q1 2026 and held it in 1 quarter. The position peaked at $11.3M in Q1 2026. 2 funds tracked by Wall St. Rank hold XLFI as of Q2 2026.

Balyasny Asset Management reported no remaining State Street Financial Select Sector SPDR Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Balyasny Asset Management sold 228,645 State Street Financial Select Sector SPDR Premium Income ETF shares in Q2 2026, an estimated $11.3M.
Balyasny Asset Management first reported a position in State Street Financial Select Sector SPDR Premium Income ETF in Q1 2026 and held it in 1 quarter.
Balyasny Asset Management's State Street Financial Select Sector SPDR Premium Income ETF position peaked at $11.3M in Q1 2026.
2 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR Premium Income ETF as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.