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Patriot Investment Management Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Patriot Investment Management Group’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-586
Closed -$24.4K – 392
2022
Q4 		$24.4K Buy
+586
New +$22.5K ﹤0.01% 328
2020
Q3 		– Sell
-586
Closed -$16.5K – 653
2020
Q2 		$16.5K Buy
+586
New +$15.4K ﹤0.01% 449

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Patriot Investment Management Group's XLB Position: Q1 2023 in Review

Patriot Investment Management Group sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2023, closing a stake of 586 shares — an estimated $24.4K sold.

Patriot Investment Management Group first reported a position in XLB in Q2 2020 and held it in 2 quarters. The position peaked at $24.4K in Q4 2022. 752 funds tracked by Wall St. Rank hold XLB as of Q1 2023.

  • Patriot Investment Management Group reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 586 State Street Materials Select Sector SPDR ETF shares in Q1 2023, an estimated $24.4K.
  • Patriot Investment Management Group first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's State Street Materials Select Sector SPDR ETF position peaked at $24.4K in Q4 2022.
  • 752 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.