Patriot Investment Management Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Patriot Investment Management Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$407K	Sell	7,586 -500	-6%	-$26K	0.02%	182
2026 Q1	$399K	Hold	8,086	–	–	0.03%	179
2025 Q4	$443K	Buy	8,086 +500	+7%	+$26.6K	0.03%	173
2025 Q3	$409K	Hold	7,586	–	–	0.03%	175
2025 Q2	$397K	Buy	+7,586	New	+$375K	0.03%	177
2023 Q1	–	Sell	-2,983	Closed	-$108K	–	394
2022 Q4	$108K	Buy	+2,983	New	+$101K	0.01%	273
2020 Q3	–	Sell	-2,681	Closed	-$62K	–	655
2020 Q2	$62K	Buy	+2,681	New	+$60.9K	0.01%	305

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Patriot Investment Management Group's XLF Position: Q2 2026 in Review

Patriot Investment Management Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.2% in Q2 2026, selling an estimated $26K and leaving 7,586 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #182.

Patriot Investment Management Group first reported a position in XLF in Q2 2020 and has held it in 7 quarters since. The position peaked at $443K in Q4 2025. 750 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Patriot Investment Management Group held 7,586 shares of State Street Financial Select Sector SPDR ETF worth $407K as of Q2 2026.
Patriot Investment Management Group sold 500 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $26K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #182 holding.
Patriot Investment Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 7 quarters since.
Patriot Investment Management Group's State Street Financial Select Sector SPDR ETF position peaked at $443K in Q4 2025.
750 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.