Patton Albertson Miller Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Patton Albertson Miller Group’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$231K	Hold	4,358	–	–	0.02%	199
2026 Q1	$267K	Buy	+4,358	New	+$234K	0.03%	191
2025 Q2	–	Sell	-4,358	Closed	-$204K	–	224
2025 Q1	$204K	Buy	+4,358	New	+$196K	0.03%	209
2024 Q3	–	Sell	-4,478	Closed	-$204K	–	224
2024 Q2	$204K	Hold	4,478	–	–	0.03%	203
2024 Q1	$211K	Buy	+4,478	New	+$192K	0.03%	196
2023 Q4	–	Sell	-4,958	Closed	-$224K	–	208
2023 Q3	$224K	Hold	4,958	–	–	0.04%	195
2023 Q2	$201K	Hold	4,958	–	–	0.04%	203
2023 Q1	$205K	Buy	4,958 +200	+4%	+$8.55K	0.04%	208
2022 Q4	$208K	Buy	+4,758	New	+$207K	0.04%	212
2014 Q3	–	Sell	-5,424	Closed	-$271K	–	158
2014 Q2	$271K	Sell	5,424 -110	-2%	-$5.21K	0.14%	144
2014 Q1	$246K	Sell	5,534 -450	-8%	-$19.4K	0.13%	152
2013 Q4	$265K	Sell	5,984 -380	-6%	-$16.4K	0.16%	117
2013 Q3	$264K	Buy	6,364 +220	+4%	+$9.06K	0.16%	109
2013 Q2	$241K	Buy	+6,144	New	+$244K	0.15%	104

Other funds holding XLE

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Patton Albertson Miller Group's XLE Position: Q2 2026 in Review

Patton Albertson Miller Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 4,358 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #199.

Patton Albertson Miller Group first reported a position in XLE in Q2 2013 and has held it in 14 quarters since. The position peaked at $271K in Q2 2014. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Patton Albertson Miller Group held 4,358 shares of State Street Energy Select Sector SPDR ETF worth $231K as of Q2 2026.
Patton Albertson Miller Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of Patton Albertson Miller Group's portfolio in Q2 2026, its #199 holding.
Patton Albertson Miller Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 14 quarters since.
Patton Albertson Miller Group's State Street Energy Select Sector SPDR ETF position peaked at $271K in Q2 2014.
2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.