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

Bridgeworth’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
2018 Q3	–	Sell	-1,910	Closed	-$49K	–	557
2018 Q2	$49K	Buy	+1,910	New	+$48K	0.02%	285

Other funds holding XLU

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

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Bridgeworth's XLU Position: Q3 2018 in Review

Bridgeworth sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2018, closing a stake of 1,910 shares — an estimated $49K sold.

Bridgeworth first reported a position in XLU in Q2 2018 and held it in 1 quarter. The position peaked at $49K in Q2 2018. 610 funds tracked by Wall St. Rank hold XLU as of Q3 2018.

Bridgeworth reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 1,910 State Street Utilities Select Sector SPDR ETF shares in Q3 2018, an estimated $49K.
Bridgeworth first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and held it in 1 quarter.
Bridgeworth's State Street Utilities Select Sector SPDR ETF position peaked at $49K in Q2 2018.
610 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.