Patriot Investment Management Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Patriot Investment Management Group’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,264	Closed	-$92.1K	–	397
2022 Q4	$92.1K	Buy	+1,264	New	+$92.1K	0.01%	281
2020 Q3	–	Sell	-480	Closed	-$28.1K	–	658
2020 Q2	$28.1K	Buy	+480	New	+$28K	﹤0.01%	385
2020 Q1	–	Sell	-16,004	Closed	-$1.01M	–	226
2019 Q4	$1.01M	Buy	16,004 +126	+0.8%	+$7.76K	0.13%	104
2019 Q3	$975K	Buy	15,878 +90	+0.6%	+$5.41K	0.13%	105
2019 Q2	$916K	Hold	15,788	–	–	0.13%	106
2019 Q1	$885K	Buy	+15,788	New	+$844K	0.13%	105

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Patriot Investment Management Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2023, closing a stake of 1,264 shares — an estimated $92.1K sold.

Patriot Investment Management Group first reported a position in XLP in Q1 2019 and held it in 6 quarters. The position peaked at $1.01M in Q4 2019. 1,066 funds tracked by Wall St. Rank hold XLP as of Q1 2023.

Patriot Investment Management Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Patriot Investment Management Group sold 1,264 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2023, an estimated $92.1K.
Patriot Investment Management Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2019 and held it in 6 quarters.
Patriot Investment Management Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.01M in Q4 2019.
1,066 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2023.

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