Arbor Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Arbor Investment Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-7,670	Closed	-$201K	–	47
2016 Q2	$201K	Buy	+7,670	New	+$189K	0.12%	42
2016 Q1	–	Sell	-11,404	Closed	-$247K	–	42
2015 Q4	$247K	Buy	11,404 +36	+0.3%	+$780	0.15%	32
2015 Q3	$246K	Sell	11,368 -626	-5%	-$13.5K	0.15%	33
2015 Q2	$249K	Sell	11,994 -13,290	-53%	-$291K	0.14%	35
2015 Q1	$562K	Sell	25,284 -2,574	-9%	-$59.5K	0.31%	25
2014 Q4	$658K	Sell	27,858 -2,456	-8%	-$55.6K	0.37%	23
2014 Q3	$638K	Sell	30,314 -13,482	-31%	-$286K	0.36%	24
2014 Q2	$969K	Sell	43,796 -6,484	-13%	-$138K	0.52%	21
2014 Q1	$1.04M	Sell	50,280 -3,636	-7%	-$71.7K	0.6%	18
2013 Q4	$1.02M	Sell	53,916 -3,224	-6%	-$61.7K	0.62%	19
2013 Q3	$1.07M	Sell	57,140 -6,190	-10%	-$118K	0.69%	15
2013 Q2	$1.19M	Buy	+63,330	New	+$1.24M	0.84%	15

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arbor Investment Advisors's XLU Position: Q3 2016 in Review

Arbor Investment Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2016, closing a stake of 7,670 shares — an estimated $201K sold.

Arbor Investment Advisors first reported a position in XLU in Q2 2013 and held it in 12 quarters. The position peaked at $1.19M in Q2 2013. 502 funds tracked by Wall St. Rank hold XLU as of Q3 2016.

Arbor Investment Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2016 after selling out during the quarter.
Arbor Investment Advisors sold 7,670 State Street Utilities Select Sector SPDR ETF shares in Q3 2016, an estimated $201K.
Arbor Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 12 quarters.
Arbor Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.19M in Q2 2013.
502 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2016.

Based on Arbor Investment Advisors's 13F filing for Q3 2016, filed 19 Oct 2016.