B
XLU icon

Baird’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Baird’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
Q1 		$8.98M Sell
404,374
-158,152
-28% -$3.65M 0.09% 225
2014
Q4 		$13.3M Buy
562,526
+225,294
+67% +$5.1M 0.14% 182
2014
Q3 		$7.1M Sell
337,232
-208,230
-38% -$4.41M 0.1% 195
2014
Q2 		$12.1M Buy
545,462
+109,964
+25% +$2.34M 0.17% 149
2014
Q1 		$9.03M Sell
435,498
-84,064
-16% -$1.66M 0.13% 173
2013
Q4 		$9.86M Sell
519,562
-128,748
-20% -$2.46M 0.17% 158
2013
Q3 		$12.1M Buy
648,310
+329,722
+103% +$6.28M 0.23% 123
2013
Q2 		$5.99M Buy
+318,588
New +$6.24M 0.12% 213

Other funds holding XLU

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return