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

Canada Life’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 Q1	–	Sell	-214,446	Closed	-$5.63M	–	2724
2017 Q4	$5.63M	Buy	+214,446	New	+$5.88M	0.01%	680
2016 Q4	–	Sell	-265,912	Closed	-$6.55M	–	2543
2016 Q3	$6.55M	Buy	+265,912	New	+$6.75M	0.02%	608
2015 Q2	–	Sell	-110	Closed	-$2K	–	2688
2015 Q1	$2K	Hold	110	–	–	﹤0.01%	2534
2014 Q4	$3K	Buy	+110	New	+$2.49K	﹤0.01%	2511

Other funds holding XLU

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

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

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

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

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Canada Life's XLU Position: Q1 2018 in Review

Canada Life sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2018, closing a stake of 214,446 shares — an estimated $5.63M sold.

Canada Life first reported a position in XLU in Q4 2014 and held it in 4 quarters. The position peaked at $6.55M in Q3 2016. 557 funds tracked by Wall St. Rank hold XLU as of Q1 2018.

Canada Life reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Canada Life sold 214,446 State Street Utilities Select Sector SPDR ETF shares in Q1 2018, an estimated $5.63M.
Canada Life first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and held it in 4 quarters.
Canada Life's State Street Utilities Select Sector SPDR ETF position peaked at $6.55M in Q3 2016.
557 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2018.

Based on Canada Life's 13F filing for Q1 2018, filed 10 May 2018.