Patten & Patten’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.93M | Sell |
36,071
-750
| -2% | -$39K | 0.1% | 138 |
|
|
2026
Q1 | $1.82M | Buy |
36,821
+1,655
| +5% | +$86.2K | 0.11% | 135 |
|
|
2025
Q4 | $1.93M | Buy |
35,166
+1,035
| +3% | +$55.1K | 0.11% | 134 |
|
|
2025
Q3 | $1.84M | Buy |
34,131
+685
| +2% | +$36.3K | 0.11% | 136 |
|
|
2025
Q2 | $1.75M | Buy |
33,446
+1,754
| +6% | +$86.8K | 0.11% | 132 |
|
|
2025
Q1 | $1.58M | Buy |
31,692
+850
| +3% | +$42.6K | 0.11% | 132 |
|
|
2024
Q4 | $1.49M | Sell |
30,842
-700
| -2% | -$33.8K | 0.1% | 141 |
|
|
2024
Q3 | $1.43M | Sell |
31,542
-250
| -0.8% | -$10.9K | 0.09% | 144 |
|
|
2024
Q2 | $1.31M | Buy |
31,792
+357
| +1% | +$14.7K | 0.09% | 145 |
|
|
2024
Q1 | $1.32M | Buy |
31,435
+4,659
| +17% | +$184K | 0.09% | 147 |
|
|
2023
Q4 | $1.01M | Sell |
26,776
-821
| -3% | -$28.4K | 0.08% | 147 |
|
|
2023
Q3 | $915K | Hold |
27,597
| – | – | 0.08% | 147 |
|
|
2023
Q2 | $930K | Sell |
27,597
-772
| -3% | -$25.2K | 0.08% | 150 |
|
|
2023
Q1 | $912K | Buy |
28,369
+2
| +0% | +$70 | 0.08% | 149 |
|
|
2022
Q4 | $970K | Buy |
28,367
+4
| +0% | +$135 | 0.09% | 144 |
|
|
2022
Q3 | $861K | Sell |
28,363
-2,047
| -7% | -$67.7K | 0.08% | 150 |
|
|
2022
Q2 | $956K | Sell |
30,410
-73
| -0.2% | -$2.52K | 0.08% | 147 |
|
|
2022
Q1 | $1.17M | Buy |
30,483
+1,884
| +7% | +$73.6K | 0.09% | 139 |
|
|
2021
Q4 | $1.12M | Buy |
28,599
+313
| +1% | +$12.3K | 0.08% | 145 |
|
|
2021
Q3 | $1.06M | Sell |
28,286
-73
| -0.3% | -$2.73K | 0.08% | 145 |
|
|
2021
Q2 | $1.04M | Sell |
28,359
-556
| -2% | -$20.3K | 0.08% | 150 |
|
|
2021
Q1 | $985K | Buy |
28,915
+268
| +0.9% | +$8.61K | 0.08% | 146 |
|
|
2020
Q4 | $845K | Buy |
28,647
+2,647
| +10% | +$70.8K | 0.07% | 157 |
|
|
2020
Q3 | $626K | Sell |
26,000
-437
| -2% | -$10.6K | 0.06% | 161 |
|
|
2020
Q2 | $612K | Sell |
26,437
-750
| -3% | -$17K | 0.07% | 157 |
|
|
2020
Q1 | $566K | Sell |
27,187
-75
| -0.3% | -$2.06K | 0.07% | 156 |
|
|
2019
Q4 | $839K | Hold |
27,262
| – | – | 0.08% | 148 |
|
|
2019
Q3 | $763K | Sell |
27,262
-900
| -3% | -$24.8K | 0.08% | 148 |
|
|
2019
Q2 | $777K | Sell |
28,162
-2,150
| -7% | -$58.2K | 0.08% | 149 |
|
|
2019
Q1 | $779K | Buy |
30,312
+20
| +0.1% | +$516 | 0.09% | 142 |
|
|
2018
Q4 | $722K | Sell |
30,292
-850
| -3% | -$22.1K | 0.09% | 142 |
|
|
2018
Q3 | $859K | Hold |
31,142
| – | – | 0.09% | 146 |
|
|
2018
Q2 | $828K | Hold |
31,142
| – | – | 0.09% | 147 |
|
|
2018
Q1 | $859K | Hold |
31,142
| – | – | 0.09% | 146 |
|
|
2017
Q4 | $869K | Buy |
31,142
+100
| +0.3% | +$2.69K | 0.09% | 147 |
|
|
2017
Q3 | $803K | Sell |
31,042
-400
| -1% | -$9.98K | 0.08% | 145 |
|
|
2017
Q2 | $776K | Sell |
31,442
-450
| -1% | -$10.7K | 0.09% | 142 |
|
|
2017
Q1 | $757K | Sell |
31,892
-2,375
| -7% | -$56.9K | 0.09% | 141 |
|
|
2016
Q4 | $797K | Buy |
34,267
+2,350
| +7% | +$50.4K | 0.1% | 133 |
|
|
2016
Q3 | $616K | Sell |
31,917
-4,213
| -12% | -$86.9K | 0.08% | 143 |
|
|
2016
Q2 | $725K | Sell |
36,130
-32
| -0.1% | -$648 | 0.1% | 132 |
|
|
2016
Q1 | $714K | Buy |
36,162
+586
| +2% | +$11.2K | 0.1% | 127 |
|
|
2015
Q4 | $744K | Sell |
35,576
-3,013
| -8% | -$63.5K | 0.1% | 122 |
|
|
2015
Q3 | $768K | Buy |
38,589
+228
| +0.6% | +$4.83K | 0.12% | 116 |
|
|
2015
Q2 | $821K | Hold |
38,361
| – | – | 0.12% | 120 |
|
|
2015
Q1 | $812K | Hold |
38,361
| – | – | 0.12% | 126 |
|
|
2014
Q4 | $833K | Buy |
38,361
+1,595
| +4% | +$33.4K | 0.13% | 121 |
|
|
2014
Q3 | $748K | Sell |
36,766
-199
| -0.5% | -$4.02K | 0.12% | 129 |
|
|
2014
Q2 | $738K | Sell |
36,965
-3,127
| -8% | -$60.9K | 0.12% | 127 |
|
|
2014
Q1 | $786K | Buy |
40,092
+512
| +1% | +$9.78K | 0.11% | 152 |
|
|
2013
Q4 | $760K | Buy |
39,580
+718
| +2% | +$13.2K | 0.11% | 156 |
|
|
2013
Q3 | $679K | Buy |
38,862
+592
| +2% | +$10.5K | 0.11% | 151 |
|
|
2013
Q2 | $653K | Buy |
+38,270
| New | +$642K | 0.11% | 147 |
|
Other funds holding XLF
WA
JSAM
Patten & Patten's XLF Position: Q2 2026 in Review
Patten & Patten reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2% in Q2 2026, selling an estimated $39K and leaving 36,071 shares worth $1.93M. The position accounts for 0.1% of the portfolio, ranked #138.
Patten & Patten first reported a position in XLF in Q2 2013 and has held it in 53 quarters since. 1,332 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Patten & Patten held 36,071 shares of State Street Financial Select Sector SPDR ETF worth $1.93M as of Q2 2026.
- Patten & Patten sold 750 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $39K.
- State Street Financial Select Sector SPDR ETF made up 0.1% of Patten & Patten's portfolio in Q2 2026, its #138 holding.
- Patten & Patten first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
- 1,332 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.