Patton Albertson Miller Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.06M	Buy	37,073 +43	+0.1%	+$7.35K	0.7%	40
2026 Q1	$4.92M	Hold	37,030	–	–	0.58%	55
2025 Q4	$5.33M	Hold	37,030	–	–	0.63%	52
2025 Q3	$5.22M	Hold	37,030	–	–	0.63%	55
2025 Q2	$4.69M	Hold	37,030	–	–	0.62%	58
2025 Q1	$3.82M	Buy	37,030 +4,710	+15%	+$534K	0.57%	61
2024 Q4	$3.76M	Hold	32,320	–	–	0.5%	68
2024 Q3	$3.65M	Hold	32,320	–	–	0.5%	73
2024 Q2	$3.66M	Sell	32,320 -330	-1%	-$34.7K	0.52%	68
2024 Q1	$3.4M	Hold	32,650	–	–	0.51%	74
2023 Q4	$3.14M	Sell	32,650 -900	-3%	-$80.1K	0.52%	72
2023 Q3	$2.75M	Sell	33,550 -54	-0.2%	-$4.63K	0.54%	70
2023 Q2	$2.92M	Sell	33,604 -410	-1%	-$32.3K	0.56%	66
2023 Q1	$2.57M	Hold	34,014	–	–	0.47%	77
2022 Q4	$2.12M	Hold	34,014	–	–	0.39%	77
2022 Q3	$2.02M	Hold	34,014	–	–	0.43%	79
2022 Q2	$2.16M	Hold	34,014	–	–	0.44%	80
2022 Q1	$2.7M	Sell	34,014 -36	-0.1%	-$2.83K	0.46%	77
2021 Q4	$2.96M	Sell	34,050 -130	-0.4%	-$10.7K	0.48%	72
2021 Q3	$2.55M	Buy	+34,180	New	+$2.64M	0.49%	74
2015 Q1	–	Sell	-10,722	Closed	-$222K	–	156
2014 Q4	$222K	Sell	10,722 -1,650	-13%	-$33.5K	0.1%	146
2014 Q3	$246K	Sell	12,372 -2,330	-16%	-$46.1K	0.13%	141
2014 Q2	$282K	Sell	14,702 -360	-2%	-$6.66K	0.14%	141
2014 Q1	$274K	Sell	15,062 -1,388	-8%	-$24.8K	0.14%	142
2013 Q4	$294K	Sell	16,450 -1,480	-8%	-$25.1K	0.17%	113
2013 Q3	$287K	Sell	17,930 -1,252	-7%	-$20K	0.17%	104
2013 Q2	$293K	Buy	+19,182	New	+$297K	0.18%	97

Other funds holding XLK

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

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

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

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

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

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

Patton Albertson Miller Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.12% in Q2 2026, buying an estimated $7.35K and bringing the position to 37,073 shares worth $7.06M. The position accounts for 0.7% of the portfolio, ranked #40.

Patton Albertson Miller Group first reported a position in XLK in Q2 2013 and has held it in 27 quarters since. 2,646 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Patton Albertson Miller Group held 37,073 shares of State Street Technology Select Sector SPDR ETF worth $7.06M as of Q2 2026.
Patton Albertson Miller Group bought 43 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $7.35K.
State Street Technology Select Sector SPDR ETF made up 0.7% of Patton Albertson Miller Group's portfolio in Q2 2026, its #40 holding.
Patton Albertson Miller Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 27 quarters since.
2,646 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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