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

Dmitry Balyasny’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	-11,373,800	Closed	-$562M	–	3624
2026 Q1	$562M	Buy	+11,373,800	New	+$269M	0.73%	11

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

Dmitry Balyasny's XLFI Position: Q2 2026 in Review

Dmitry Balyasny 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.

Dmitry Balyasny 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.

Dmitry Balyasny reported no remaining State Street Financial Select Sector SPDR Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Dmitry Balyasny sold 228,645 State Street Financial Select Sector SPDR Premium Income ETF shares in Q2 2026, an estimated $11.3M.
Dmitry Balyasny first reported a position in State Street Financial Select Sector SPDR Premium Income ETF in Q1 2026 and held it in 1 quarter.
Dmitry Balyasny'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.