Coyle Financial Counsel’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Coyle Financial Counsel’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 Q2	–	Sell	-2,516	Closed	-$102K	–	333
2018 Q1	$102K	Buy	+2,516	New	+$62.8K	0.11%	46
2017 Q2	$267K	Sell	10,288 -470	-4%	-$12.3K	0.36%	34
2017 Q1	$276K	Sell	10,758 -362	-3%	-$9.04K	0.36%	31
2016 Q4	$270K	Sell	11,120 -1,844	-14%	-$44K	0.58%	22
2016 Q3	$312K	Sell	12,964 -188	-1%	-$4.77K	0.45%	31
2016 Q2	$345K	Buy	13,152 +922	+8%	+$22.7K	0.5%	30
2016 Q1	$303K	Sell	12,230 -2,318	-16%	-$53.5K	0.48%	29
2015 Q4	$315K	Buy	14,548 +344	+2%	+$7.46K	0.31%	34
2015 Q3	$307K	Buy	14,204 +1,576	+12%	+$33.9K	0.29%	31
2015 Q2	$262K	Sell	12,628 -122	-1%	-$2.67K	0.29%	38
2015 Q1	$283K	Sell	12,750 -1,046	-8%	-$24.2K	0.32%	39
2014 Q4	$326K	Hold	13,796	–	–	0.39%	37
2014 Q3	$290K	Hold	13,796	–	–	0.36%	40
2014 Q2	$305K	Hold	13,796	–	–	0.42%	36
2014 Q1	$286K	Buy	13,796 +622	+5%	+$12.3K	0.4%	37
2013 Q4	$250K	Buy	+13,174	New	+$252K	0.35%	37

Other funds holding XLU

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coyle Financial Counsel's XLU Position: Q2 2018 in Review

Coyle Financial Counsel sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2018, closing a stake of 2,516 shares — an estimated $102K sold.

Coyle Financial Counsel first reported a position in XLU in Q4 2013 and held it in 16 quarters. The position peaked at $345K in Q2 2016. 561 funds tracked by Wall St. Rank hold XLU as of Q2 2018.

Coyle Financial Counsel reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Coyle Financial Counsel sold 2,516 State Street Utilities Select Sector SPDR ETF shares in Q2 2018, an estimated $102K.
Coyle Financial Counsel first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and held it in 16 quarters.
Coyle Financial Counsel's State Street Utilities Select Sector SPDR ETF position peaked at $345K in Q2 2016.
561 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2018.

Based on Coyle Financial Counsel's 13F filing for Q2 2018, filed 14 Aug 2018.