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

Patten & Patten’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 Q2	$2.38M	Buy	22,244 +185	+0.8%	+$21.1K	0.13%	129
2026 Q1	$2.45M	Sell	22,059 -440	-2%	-$50.9K	0.15%	120
2025 Q4	$2.65M	Sell	22,499 -900	-4%	-$104K	0.16%	105
2025 Q3	$2.77M	Sell	23,399 -311	-1%	-$34.6K	0.16%	104
2025 Q2	$2.57M	Sell	23,710 -198	-0.8%	-$19.5K	0.17%	101
2025 Q1	$2.31M	Buy	23,908 +39	+0.2%	+$3.9K	0.15%	101
2024 Q4	$2.31M	Sell	23,869 -465	-2%	-$44.3K	0.15%	103
2024 Q3	$2.2M	Sell	24,334 -100	-0.4%	-$8.62K	0.15%	109
2024 Q2	$2.09M	Buy	24,434 +309	+1%	+$25.5K	0.15%	112
2024 Q1	$1.97M	Buy	24,125 +1,240	+5%	+$96.6K	0.14%	118
2023 Q4	$1.66M	Sell	22,885 -895	-4%	-$61.6K	0.14%	115
2023 Q3	$1.56M	Sell	23,780 -200	-0.8%	-$13.3K	0.14%	115
2023 Q2	$1.56M	Buy	23,980 +125	+0.5%	+$7.61K	0.13%	118
2023 Q1	$1.38M	Sell	23,855 -10	-0%	-$543	0.12%	122
2022 Q4	$1.15M	Sell	23,865 -250	-1%	-$12.2K	0.1%	128
2022 Q3	$1.16M	Sell	24,115 -780	-3%	-$42.9K	0.11%	126
2022 Q2	$1.35M	Sell	24,895 -166	-0.7%	-$9.99K	0.12%	122
2022 Q1	$1.72M	Sell	25,061 -90	-0.4%	-$6.34K	0.13%	116
2021 Q4	$1.95M	Sell	25,151 -465	-2%	-$36.8K	0.14%	108
2021 Q3	$2.05M	Buy	25,616 +5,036	+24%	+$417K	0.16%	99
2021 Q2	$1.67M	Buy	20,580 +899	+5%	+$70K	0.13%	112
2021 Q1	$1.44M	Buy	19,681 +3,886	+25%	+$276K	0.12%	115
2020 Q4	$1.07M	Buy	15,795 +2,500	+19%	+$159K	0.09%	137
2020 Q3	$790K	Hold	13,295	–	–	0.08%	146
2020 Q2	$718K	Hold	13,295	–	–	0.08%	149
2020 Q1	$588K	Buy	13,295 +2,865	+27%	+$148K	0.08%	153
2019 Q4	$559K	Buy	10,430 +4,825	+86%	+$249K	0.06%	169
2019 Q3	$278K	Buy	5,605 +115	+2%	+$5.76K	0.03%	213
2019 Q2	$270K	Buy	+5,490	New	+$267K	0.03%	212

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Patten & Patten's XLC Position: Q2 2026 in Review

Patten & Patten increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.84% in Q2 2026, buying an estimated $21.1K and bringing the position to 22,244 shares worth $2.38M. The position accounts for 0.13% of the portfolio, ranked #129.

Patten & Patten first reported a position in XLC in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.77M in Q3 2025. 1,155 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Patten & Patten held 22,244 shares of State Street Communication Services Select Sector SPDR ETF worth $2.38M as of Q2 2026.
Patten & Patten bought 185 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $21.1K.
State Street Communication Services Select Sector SPDR ETF made up 0.13% of Patten & Patten's portfolio in Q2 2026, its #129 holding.
Patten & Patten first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and has held it in 29 quarters since.
Patten & Patten's State Street Communication Services Select Sector SPDR ETF position peaked at $2.77M in Q3 2025.
1,155 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.