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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Patriot Wealth Management's XLB Position: Q4 2018 in Review

Patriot Wealth Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 2.3% in Q4 2018, selling an estimated $75.9K and leaving 121,810 shares worth $3.08M. The position accounts for 0.45% of the portfolio, ranked #59.

Patriot Wealth Management first reported a position in XLB in Q4 2016 and has held it in 8 quarters since. The position peaked at $3.61M in Q3 2018. 458 funds tracked by Wall St. Rank hold XLB as of Q4 2018.

Patriot Wealth Management held 121,810 shares of State Street Materials Select Sector SPDR ETF worth $3.08M as of Q4 2018.
Patriot Wealth Management sold 2,848 State Street Materials Select Sector SPDR ETF shares in Q4 2018, an estimated $75.9K.
State Street Materials Select Sector SPDR ETF made up 0.45% of Patriot Wealth Management's portfolio in Q4 2018, its #59 holding.
Patriot Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2016 and has held it in 8 quarters since.
Patriot Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $3.61M in Q3 2018.
458 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.