Patton Albertson Miller Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$889K	Hold	4,797	–	–	0.09%	130
2026 Q1	$776K	Hold	4,797	–	–	0.09%	129
2025 Q4	$744K	Hold	4,797	–	–	0.09%	135
2025 Q3	$740K	Sell	4,797 -885	-16%	-$134K	0.09%	129
2025 Q2	$838K	Hold	5,682	–	–	0.11%	127
2025 Q1	$745K	Sell	5,682 -45	-0.8%	-$6.08K	0.11%	130
2024 Q4	$755K	Hold	5,727	–	–	0.1%	129
2024 Q3	$776K	Hold	5,727	–	–	0.11%	126
2024 Q2	$698K	Hold	5,727	–	–	0.1%	127
2024 Q1	$721K	Hold	5,727	–	–	0.11%	123
2023 Q4	$653K	Hold	5,727	–	–	0.11%	128
2023 Q3	$581K	Hold	5,727	–	–	0.11%	140
2023 Q2	$615K	Sell	5,727 -340	-6%	-$34.2K	0.12%	136
2023 Q1	$614K	Hold	6,067	–	–	0.11%	147
2022 Q4	$596K	Hold	6,067	–	–	0.11%	143
2022 Q3	$503K	Hold	6,067	–	–	0.11%	152
2022 Q2	$530K	Hold	6,067	–	–	0.11%	155
2022 Q1	$625K	Buy	6,067 +885	+17%	+$89.9K	0.11%	162
2021 Q4	$548K	Buy	5,182 +73	+1%	+$7.58K	0.09%	176
2021 Q3	$500K	Buy	+5,109	New	+$525K	0.1%	168

Other funds holding XLI

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Patton Albertson Miller Group held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 4,797 shares worth $889K. The position accounts for 0.09% of the portfolio, ranked #130.

Patton Albertson Miller Group first reported a position in XLI in Q3 2021 and has held it in 20 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Patton Albertson Miller Group held 4,797 shares of State Street Industrial Select Sector SPDR ETF worth $889K as of Q2 2026.
Patton Albertson Miller Group left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Patton Albertson Miller Group's portfolio in Q2 2026, its #130 holding.
Patton Albertson Miller Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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