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

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 $1.55T AUM 33.47% 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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 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

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

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

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

Patriot Wealth Management's XLY Position: Q2 2018 in Review

Patriot Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2018, closing a stake of 163,886 shares — an estimated $8.3M sold.

Patriot Wealth Management first reported a position in XLY in Q4 2013 and held it in 18 quarters. The position peaked at $13.3M in Q4 2017. 658 funds tracked by Wall St. Rank hold XLY as of Q2 2018.

Patriot Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Patriot Wealth Management sold 163,886 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2018, an estimated $8.3M.
Patriot Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and held it in 18 quarters.
Patriot Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $13.3M in Q4 2017.
658 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2018.

Based on Patriot Wealth Management's 13F filing for Q2 2018, filed 23 Jul 2018.