Patriot Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-594,022	Closed	-$20.6M	–	86
2018 Q2	$20.6M	Buy	594,022 +15,720	+3%	+$539K	2.83%	6
2018 Q1	$18.9M	Buy	578,302 +253,806	+78%	+$8.52M	2.69%	6
2017 Q4	$10.4M	Sell	324,496 -101,190	-24%	-$3.17M	1.47%	19
2017 Q3	$12.6M	Buy	+425,686	New	+$12.3M	2.04%	9

Other funds holding XLK

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

SGI

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Patriot Wealth Management's XLK Position: Q3 2018 in Review

Patriot Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2018, closing a stake of 594,022 shares — an estimated $20.6M sold.

Patriot Wealth Management first reported a position in XLK in Q3 2017 and held it in 4 quarters. The position peaked at $20.6M in Q2 2018. 866 funds tracked by Wall St. Rank hold XLK as of Q3 2018.

Patriot Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
Patriot Wealth Management sold 594,022 State Street Technology Select Sector SPDR ETF shares in Q3 2018, an estimated $20.6M.
Patriot Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2017 and held it in 4 quarters.
Patriot Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $20.6M in Q2 2018.
866 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2018.

Based on Patriot Wealth Management's 13F filing for Q3 2018, filed 15 Oct 2018.