Aris Wealth Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Aris Wealth Services’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
2015 Q3	–	Sell	-2,306	Closed	-$48K	–	503
2015 Q2	$48K	Buy	2,306 +672	+41%	+$14.7K	0.04%	220
2015 Q1	$36K	Buy	+1,634	New	+$37.7K	0.03%	256

Other funds holding XLU

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SGI

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

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

Aris Wealth Services's XLU Position: Q3 2015 in Review

Aris Wealth Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2015, closing a stake of 2,306 shares — an estimated $48K sold.

Aris Wealth Services first reported a position in XLU in Q1 2015 and held it in 2 quarters. The position peaked at $48K in Q2 2015. 437 funds tracked by Wall St. Rank hold XLU as of Q3 2015.

Aris Wealth Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 2,306 State Street Utilities Select Sector SPDR ETF shares in Q3 2015, an estimated $48K.
Aris Wealth Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2015 and held it in 2 quarters.
Aris Wealth Services's State Street Utilities Select Sector SPDR ETF position peaked at $48K in Q2 2015.
437 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.