Patriot Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Patriot Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$6.57M	Buy	229,028 +221,672	+3,013%	+$7.42M	0.96%	43
2018 Q3	$279K	Sell	7,356 -2,030	-22%	-$76.1K	0.04%	78
2018 Q2	$356K	Hold	9,386	–	–	0.05%	75
2018 Q1	$316K	Sell	9,386 -2,368	-20%	-$83.8K	0.05%	80
2017 Q4	$425K	Buy	11,754 +4,786	+69%	+$165K	0.06%	80
2017 Q3	$239K	Buy	+6,968	New	+$227K	0.04%	75
2017 Q1	–	Sell	-267,976	Closed	-$10.1M	–	72
2016 Q4	$10.1M	Sell	267,976 -326	-0.1%	-$11.8K	1.91%	14
2016 Q3	$9.47M	Buy	268,302 +39,786	+17%	+$1.36M	1.83%	14
2016 Q2	$7.8M	Buy	228,516 +4,638	+2%	+$153K	1.54%	16
2016 Q1	$6.93M	Buy	223,878 +5,452	+2%	+$158K	1.4%	23
2015 Q4	$6.59M	Buy	218,426 +24,566	+13%	+$809K	1.36%	25
2015 Q3	$5.93M	Buy	193,860 +5,308	+3%	+$179K	1.37%	26
2015 Q2	$7.09M	Sell	188,552 -116,826	-38%	-$4.64M	1.58%	19
2015 Q1	$11.8M	Buy	305,378 +18,216	+6%	+$706K	2.63%	6
2014 Q4	$11.4M	Buy	287,162 +5,462	+2%	+$227K	2.66%	6
2014 Q3	$12.8M	Buy	281,700 +7,732	+3%	+$374K	3.15%	4
2014 Q2	$13.7M	Buy	273,968 +1,342	+0.5%	+$63.5K	3.47%	4
2014 Q1	$12.1M	Buy	272,626 +4,836	+2%	+$209K	3.24%	4
2013 Q4	$11.9M	Sell	267,790 -2,218	-0.8%	-$95.5K	3.27%	4
2013 Q3	$11.2M	Buy	+270,008	New	+$11.1M	3.31%	4
2013 Q2	–	Hold	0	–	–	–	5

Other funds holding XLE

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

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

SGI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

Patriot Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3,013% in Q4 2018, buying an estimated $7.42M and bringing the position to 229,028 shares worth $6.57M. The position accounts for 0.96% of the portfolio, ranked #43.

Patriot Wealth Management first reported a position in XLE in Q3 2013 and has held it in 20 quarters since. The position peaked at $13.7M in Q2 2014. 899 funds tracked by Wall St. Rank hold XLE as of Q4 2018.

Patriot Wealth Management held 229,028 shares of State Street Energy Select Sector SPDR ETF worth $6.57M as of Q4 2018.
Patriot Wealth Management bought 221,672 State Street Energy Select Sector SPDR ETF shares in Q4 2018, an estimated $7.42M.
State Street Energy Select Sector SPDR ETF made up 0.96% of Patriot Wealth Management's portfolio in Q4 2018, its #43 holding.
Patriot Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2013 and has held it in 20 quarters since.
Patriot Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $13.7M in Q2 2014.
899 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2018.

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