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

Patriot Wealth Management’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
2018
Q4 		$3.08M Sell
121,810
-2,848
-2% -$75.9K 0.45% 59
2018
Q3 		$3.61M Buy
124,658
+2,662
+2% +$78.5K 0.46% 59
2018
Q2 		$3.54M Buy
121,996
+3,052
+3% +$89.4K 0.49% 55
2018
Q1 		$3.39M Buy
118,944
+2,482
+2% +$75.2K 0.48% 60
2017
Q4 		$3.52M Buy
116,462
+1,954
+2% +$57.5K 0.5% 62
2017
Q3 		$3.25M Buy
+114,508
New +$3.15M 0.53% 57
2017
Q2 		– Sell
-131,608
Closed -$3.45M – 81
2017
Q1 		$3.45M Buy
131,608
+4,222
+3% +$110K 0.55% 57
2016
Q4 		$3.17M Buy
+127,386
New +$3.09M 0.6% 53

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 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 $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return