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Patten Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Patten Group’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.97M Sell
17,756
-1,441
-8% -$167K 0.34% 87
2025
Q4 		$2.26M Sell
19,197
-342
-2% -$39.4K 0.42% 66
2025
Q3 		$2.31M Buy
19,539
+432
+2% +$48K 0.45% 63
2025
Q2 		$2.07M Sell
19,107
-1,236
-6% -$122K 0.44% 67
2025
Q1 		$1.96M Buy
20,343
+8
+0% +$799 0.45% 64
2024
Q4 		$1.97M Buy
20,335
+7,616
+60% +$726K 0.44% 64
2024
Q3 		$1.15M Buy
12,719
+3,500
+38% +$302K 0.26% 114
2024
Q2 		$790K Buy
9,219
+225
+3% +$18.5K 0.19% 138
2024
Q1 		$734K Buy
8,994
+2,385
+36% +$186K 0.18% 142
2023
Q4 		$480K Buy
6,609
+1,954
+42% +$134K 0.13% 163
2023
Q3 		$305K Buy
4,655
+248
+6% +$16.5K 0.09% 194
2023
Q2 		$287K Sell
4,407
-345
-7% -$21K 0.04% 204
2023
Q1 		$275K Sell
4,752
-62
-1% -$3.37K 0.08% 207
2022
Q4 		$231K Sell
4,814
-3,359
-41% -$164K 0.07% 223
2022
Q3 		$398K Sell
8,173
-2,441
-23% -$134K 0.14% 170
2022
Q2 		$605K Sell
10,614
-280
-3% -$16.9K 0.19% 135
2022
Q1 		$749K Sell
10,894
-2,983
-21% -$210K 0.21% 125
2021
Q4 		$1.08M Buy
13,877
+1,664
+14% +$132K 0.29% 103
2021
Q3 		$978K Buy
12,213
+691
+6% +$57.2K 0.29% 102
2021
Q2 		$933K Buy
11,522
+1,152
+11% +$89.7K 0.27% 104
2021
Q1 		$760K Buy
10,370
+215
+2% +$15.3K 0.24% 116
2020
Q4 		$685K Buy
10,155
+2,898
+40% +$184K 0.18% 120
2020
Q3 		$431K Buy
7,257
+2,150
+42% +$127K 0.17% 140
2020
Q2 		$276K Buy
+5,107
New +$262K 0.12% 173
2020
Q1 		– Sell
-3,755
Closed -$201K – 214
2019
Q4 		$201K Buy
+3,755
New +$193K 0.07% 207

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Patten Group's XLC Position: Q1 2026 in Review

Patten Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 7.5% in Q1 2026, selling an estimated $167K and leaving 17,756 shares worth $1.97M. The position accounts for 0.34% of the portfolio, ranked #87.

Patten Group first reported a position in XLC in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.31M in Q3 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Patten Group held 17,756 shares of State Street Communication Services Select Sector SPDR ETF worth $1.97M as of Q1 2026.
  • Patten Group sold 1,441 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $167K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.34% of Patten Group's portfolio in Q1 2026, its #87 holding.
  • Patten Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
  • Patten Group's State Street Communication Services Select Sector SPDR ETF position peaked at $2.31M in Q3 2025.
  • 1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.