Patten Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Patten 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	$201K	Buy	+3,757	New	+$195K	0.03%	324
2026 Q1	–	Sell	-5,006	Closed	-$274K	–	321
2025 Q4	$274K	Buy	+5,006	New	+$267K	0.05%	259
2023 Q2	–	Sell	-7,007	Closed	-$225K	–	243
2023 Q1	$225K	Buy	+7,007	New	+$243K	0.07%	225
2022 Q2	–	Sell	-5,794	Closed	-$222K	–	259
2022 Q1	$222K	Buy	5,794 +97	+2%	+$3.79K	0.06%	246
2021 Q4	$222K	Buy	5,697 +244	+4%	+$9.59K	0.06%	248
2021 Q3	$205K	Sell	5,453 -117	-2%	-$4.38K	0.06%	254
2021 Q2	$204K	Buy	+5,570	New	+$204K	0.06%	253
2020 Q1	–	Sell	-6,979	Closed	-$215K	–	215
2019 Q4	$215K	Sell	6,979 -405	-5%	-$11.9K	0.08%	202
2019 Q3	$207K	Sell	7,384 -186	-2%	-$5.13K	0.08%	195
2019 Q2	$209K	Sell	7,570 -958	-11%	-$25.9K	0.09%	199
2019 Q1	$219K	Buy	8,528 +296	+4%	+$7.64K	0.09%	184
2018 Q4	$196K	Sell	8,232 -7,878	-49%	-$205K	0.09%	172
2018 Q3	$444K	Sell	16,110 -3,028	-16%	-$84.7K	0.17%	126
2018 Q2	$509K	Buy	19,138 +197	+1%	+$5.43K	0.2%	116
2018 Q1	$522K	Sell	18,941 -140	-0.7%	-$4.03K	0.21%	115
2017 Q4	$533K	Buy	19,081 +230	+1%	+$6.19K	0.21%	115
2017 Q3	$487K	Buy	18,851 +366	+2%	+$9.13K	0.2%	117
2017 Q2	$469K	Buy	18,485 +12,238	+196%	+$290K	0.19%	121
2017 Q1	$147K	Buy	6,247 +185	+3%	+$4.43K	0.06%	209
2016 Q4	$143K	Sell	6,062 -125	-2%	-$2.68K	0.06%	208
2016 Q3	$120K	Sell	6,187 -966	-14%	-$19.9K	0.06%	218
2016 Q2	$144K	Sell	7,153 -182	-2%	-$3.68K	0.07%	198
2016 Q1	$145K	Sell	7,335 -433	-6%	-$8.25K	0.07%	198
2015 Q4	$162K	Sell	7,768 -1,196	-13%	-$25.2K	0.08%	177
2015 Q3	$178K	Hold	8,964	–	–	0.09%	168
2015 Q2	$192K	Buy	+8,964	New	+$194K	0.09%	176
2015 Q1	–	Sell	-8,823	Closed	-$192K	–	253
2014 Q4	$192K	Buy	+8,823	New	+$185K	0.09%	171

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Patten Group's XLF Position: Q2 2026 in Review

Patten Group opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 3,757 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #324 among its holdings. This is a return to the name: Patten Group previously reported a position in XLF as recently as Q4 2025.

Patten Group first reported a position in XLF in Q4 2014 and has held it in 27 quarters since. The position peaked at $533K in Q4 2017. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Patten Group held 3,757 shares of State Street Financial Select Sector SPDR ETF worth $201K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Patten Group position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Patten Group's portfolio in Q2 2026, its #324 holding.
Patten Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 27 quarters since.
Patten Group's State Street Financial Select Sector SPDR ETF position peaked at $533K in Q4 2017.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.