Patten Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Patten Group’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$301K	Hold	1,578	–	–	0.05%	290
2026 Q1	$210K	Sell	1,578 -197	-11%	-$27.8K	0.04%	291
2025 Q4	$256K	Buy	+1,775	New	+$256K	0.05%	270
2019 Q3	–	Sell	-5,794	Closed	-$226K	–	214
2019 Q2	$226K	Buy	5,794 +302	+5%	+$11.5K	0.09%	188
2019 Q1	$203K	Sell	5,492 -652	-11%	-$22.3K	0.09%	188
2018 Q4	$190K	Sell	6,144 -8,548	-58%	-$289K	0.09%	174
2018 Q3	$553K	Hold	14,692	–	–	0.21%	110
2018 Q2	$510K	Buy	14,692 +902	+7%	+$30.9K	0.2%	114
2018 Q1	$451K	Sell	13,790 -138	-1%	-$4.63K	0.19%	122
2017 Q4	$445K	Buy	13,928 +880	+7%	+$27.6K	0.18%	131
2017 Q3	$386K	Sell	13,048 -5,304	-29%	-$153K	0.16%	140
2017 Q2	$529K	Buy	18,352 +12,464	+212%	+$343K	0.21%	113
2017 Q1	$156K	Sell	5,888 -558	-9%	-$14.4K	0.07%	198
2016 Q4	$164K	Buy	6,446 +44	+0.7%	+$1.05K	0.07%	192
2016 Q3	$151K	Sell	6,402 -522	-8%	-$12.1K	0.07%	197
2016 Q2	$150K	Sell	6,924 -1,198	-15%	-$26K	0.07%	193
2016 Q1	$180K	Buy	8,122 +272	+3%	+$5.62K	0.09%	171
2015 Q4	$168K	Buy	7,850 +4	+0.1%	+$86	0.08%	174
2015 Q3	$155K	Buy	7,846 +2	+0%	+$41	0.08%	182
2015 Q2	$162K	Buy	+7,844	New	+$167K	0.08%	185
2015 Q1	–	Sell	-7,840	Closed	-$162K	–	255
2014 Q4	$162K	Buy	+7,840	New	+$159K	0.08%	179

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Patten Group's XLK Position: Q2 2026 in Review

Patten Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,578 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #290.

Patten Group first reported a position in XLK in Q4 2014 and has held it in 21 quarters since. The position peaked at $553K in Q3 2018. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Patten Group held 1,578 shares of State Street Technology Select Sector SPDR ETF worth $301K as of Q2 2026.
Patten Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of Patten Group's portfolio in Q2 2026, its #290 holding.
Patten Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and has held it in 21 quarters since.
Patten Group's State Street Technology Select Sector SPDR ETF position peaked at $553K in Q3 2018.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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