Patton Albertson Miller Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Patton Albertson Miller 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	$3.95M	Buy	73,691 +172	+0.2%	+$8.94K	0.39%	65
2026 Q1	$3.63M	Hold	73,519	–	–	0.43%	70
2025 Q4	$4.03M	Sell	73,519 -30	-0%	-$1.6K	0.47%	67
2025 Q3	$3.96M	Sell	73,549 -10,200	-12%	-$540K	0.48%	67
2025 Q2	$4.39M	Hold	83,749	–	–	0.58%	62
2025 Q1	$4.17M	Sell	83,749 -260	-0.3%	-$13K	0.62%	57
2024 Q4	$4.06M	Sell	84,009 -400	-0.5%	-$19.3K	0.54%	63
2024 Q3	$3.83M	Buy	84,409 +440	+0.5%	+$19.2K	0.52%	70
2024 Q2	$3.45M	Hold	83,969	–	–	0.49%	74
2024 Q1	$3.54M	Sell	83,969 -1,295	-2%	-$51.1K	0.53%	69
2023 Q4	$3.21M	Buy	85,264 +375	+0.4%	+$13K	0.53%	69
2023 Q3	$2.82M	Sell	84,889 -1,330	-2%	-$45.8K	0.55%	67
2023 Q2	$2.91M	Sell	86,219 -5,676	-6%	-$185K	0.56%	67
2023 Q1	$2.95M	Sell	91,895 -2,132	-2%	-$74.1K	0.54%	66
2022 Q4	$3.22M	Sell	94,027 -8,040	-8%	-$272K	0.59%	60
2022 Q3	$3.1M	Buy	102,067 +17,114	+20%	+$566K	0.67%	52
2022 Q2	$2.67M	Buy	84,953 +735	+0.9%	+$25.4K	0.55%	69
2022 Q1	$3.23M	Buy	84,218 +11,242	+15%	+$439K	0.55%	64
2021 Q4	$2.85M	Buy	72,976 +14,805	+25%	+$582K	0.46%	78
2021 Q3	$2.18M	Buy	+58,171	New	+$2.18M	0.42%	78

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Patton Albertson Miller Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.23% in Q2 2026, buying an estimated $8.94K and bringing the position to 73,691 shares worth $3.95M. The position accounts for 0.39% of the portfolio, ranked #65.

Patton Albertson Miller Group first reported a position in XLF in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.39M in Q2 2025. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Patton Albertson Miller Group held 73,691 shares of State Street Financial Select Sector SPDR ETF worth $3.95M as of Q2 2026.
Patton Albertson Miller Group bought 172 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.94K.
State Street Financial Select Sector SPDR ETF made up 0.39% of Patton Albertson Miller Group's portfolio in Q2 2026, its #65 holding.
Patton Albertson Miller Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Patton Albertson Miller Group's State Street Financial Select Sector SPDR ETF position peaked at $4.39M in Q2 2025.
630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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