Boston Research & Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Boston Research & Management’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	–	Sell	-99,480	Closed	-$2.35M	–	103
2014 Q4	$2.35M	Sell	99,480 -280	-0.3%	-$6.34K	1.47%	33
2014 Q3	$2.1M	Sell	99,760 -2,120	-2%	-$44.9K	1.41%	34
2014 Q2	$2.25M	Sell	101,880 -1,412	-1%	-$30K	1.56%	30
2014 Q1	$2.14M	Sell	103,292 -2,248	-2%	-$44.3K	1.57%	28
2013 Q4	$2M	Sell	105,540 -296	-0.3%	-$5.66K	1.54%	33
2013 Q3	$1.98M	Buy	105,836 +1,232	+1%	+$23.5K	1.67%	26
2013 Q2	$1.97M	Buy	+104,604	New	+$2.05M	1.75%	22

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

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

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

SGI

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

Boston Research & Management's XLU Position: Q1 2015 in Review

Boston Research & Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2015, closing a stake of 99,480 shares — an estimated $2.35M sold.

Boston Research & Management first reported a position in XLU in Q2 2013 and held it in 7 quarters. The position peaked at $2.35M in Q4 2014. 457 funds tracked by Wall St. Rank hold XLU as of Q1 2015.

Boston Research & Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
Boston Research & Management sold 99,480 State Street Utilities Select Sector SPDR ETF shares in Q1 2015, an estimated $2.35M.
Boston Research & Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 7 quarters.
Boston Research & Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.35M in Q4 2014.
457 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2015.

Based on Boston Research & Management's 13F filing for Q1 2015, filed 11 May 2015.