Patriot Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
DA
SGI
PP
Patriot Wealth Management's XLP Position: Q4 2018 in Review
Patriot Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.4% in Q4 2018, selling an estimated $392K and leaving 299,771 shares worth $15.2M. The position accounts for 2.23% of the portfolio, ranked #8.
Patriot Wealth Management first reported a position in XLP in Q3 2017 and has held it in 6 quarters since. The position peaked at $18.2M in Q4 2017. 654 funds tracked by Wall St. Rank hold XLP as of Q4 2018.
- Patriot Wealth Management held 299,771 shares of State Street Consumer Staples Select Sector SPDR ETF worth $15.2M as of Q4 2018.
- Patriot Wealth Management sold 7,224 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2018, an estimated $392K.
- State Street Consumer Staples Select Sector SPDR ETF made up 2.23% of Patriot Wealth Management's portfolio in Q4 2018, its #8 holding.
- Patriot Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2017 and has held it in 6 quarters since.
- Patriot Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $18.2M in Q4 2017.
- 654 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2018.
Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.