Patriot Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$11.7M	Buy	+493,000	New	+$12.8M	1.72%	12

Other funds holding XLF

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

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

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

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

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

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

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

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

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

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

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

Patriot Wealth Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q4 2018: 493,000 shares worth $11.7M. The stake represents 1.72% of the portfolio and ranks #12 among its holdings.

1,024 funds tracked by Wall St. Rank hold XLF as of Q4 2018.

Patriot Wealth Management held 493,000 shares of State Street Financial Select Sector SPDR ETF worth $11.7M as of Q4 2018.
State Street Financial Select Sector SPDR ETF was a new Patriot Wealth Management position in Q4 2018.
State Street Financial Select Sector SPDR ETF made up 1.72% of Patriot Wealth Management's portfolio in Q4 2018, its #12 holding.
1,024 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2018.

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