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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,724	Closed	-$127K	–	398
2022 Q4	$127K	Buy	+1,724	New	+$120K	0.01%	264
2020 Q3	–	Sell	-1,862	Closed	-$119K	–	660
2020 Q2	$119K	Buy	+1,862	New	+$110K	0.02%	249

Other funds holding XLY

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Patriot Investment Management Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2023, closing a stake of 1,724 shares — an estimated $127K sold.

Patriot Investment Management Group first reported a position in XLY in Q2 2020 and held it in 2 quarters. The position peaked at $127K in Q4 2022. 968 funds tracked by Wall St. Rank hold XLY as of Q1 2023.

Patriot Investment Management Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Patriot Investment Management Group sold 1,724 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2023, an estimated $127K.
Patriot Investment Management Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2020 and held it in 2 quarters.
Patriot Investment Management Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $127K in Q4 2022.
968 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2023.

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