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PWM
Patriot Wealth Management’s
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
Stock Holding History
Patriot Wealth Management’s Portfolio
XLY Stock Details
XLY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
-163,886
Closed
-$8.3M
–
89
2018
Q1
$8.3M
Sell
163,886
-106,330
-39%
-$5.54M
1.18%
25
2017
Q4
$13.3M
Buy
270,216
+3,134
+1%
+$147K
1.89%
10
2017
Q3
$12M
Buy
267,082
+72,580
+37%
+$3.26M
1.95%
10
2017
Q2
$8.72M
Buy
194,502
+6,684
+4%
+$299K
1.46%
18
2017
Q1
$8.26M
Buy
187,818
+7,812
+4%
+$335K
1.32%
20
2016
Q4
$7.33M
Sell
180,006
-300
-0.2%
-$12.1K
1.39%
25
2016
Q3
$7.22M
Sell
180,306
-5,536
-3%
-$223K
1.39%
23
2016
Q2
$7.25M
Buy
185,842
+3,826
+2%
+$151K
1.43%
23
2016
Q1
$7.2M
Sell
182,016
-81,976
-31%
-$3.05M
1.45%
20
2015
Q4
$10.3M
Buy
263,992
+722
+0.3%
+$28.6K
2.14%
11
2015
Q3
$9.78M
Buy
263,270
+7,768
+3%
+$298K
2.26%
10
2015
Q2
$9.77M
Buy
255,502
+2,782
+1%
+$106K
2.18%
10
2015
Q1
$9.52M
Buy
252,720
+9,028
+4%
+$332K
2.12%
12
2014
Q4
$8.79M
Buy
243,692
+4,716
+2%
+$162K
2.06%
12
2014
Q3
$7.97M
Buy
238,976
+6,372
+3%
+$215K
1.97%
11
2014
Q2
$7.76M
Buy
232,604
+1,132
+0.5%
+$36.7K
1.96%
13
2014
Q1
$7.49M
Sell
231,472
-8,930
-4%
-$291K
2%
13
2013
Q4
$8.03M
Buy
+240,402
New
+$7.65M
2.22%
9
Other funds holding XLY
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Two Sigma Advisers
New York
$51.4B AUM
31.07%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
CM
Churchill Management
Los Angeles, California
$9.21B AUM
19.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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