CT Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

CT Financial Advisors’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$19.8K	Buy	566 +4	+0.7%	+$145	0.01%	367
2016 Q4	$21.2K	Buy	562 +2	+0.4%	+$72	0.01%	347
2016 Q3	$19.8K	Buy	560 +4	+0.7%	+$137	0.01%	355
2016 Q2	$19K	Buy	556 +2	+0.4%	+$66	0.01%	354
2016 Q1	$17.1K	Buy	554 +6	+1%	+$174	0.01%	391
2015 Q4	$16.5K	Buy	548 +4	+0.7%	+$132	0.01%	403
2015 Q3	$16.6K	Buy	544 +4	+0.7%	+$135	0.01%	403
2015 Q2	$20.3K	Buy	540 +4	+0.7%	+$159	0.01%	390
2015 Q1	$20.8K	Buy	536 +4	+0.8%	+$155	0.01%	386
2014 Q4	$21.1K	Buy	+532	New	+$22.1K	0.02%	308
2014 Q1	$20.8K	Buy	+536	New	+$23.1K	0.01%	386

Other funds holding XLE

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SGI

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

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

CT Financial Advisors's XLE Position: Q1 2017 in Review

CT Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.71% in Q1 2017, buying an estimated $145 and bringing the position to 566 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #367.

CT Financial Advisors first reported a position in XLE in Q1 2014 and has held it in 11 quarters since. The position peaked at $21.2K in Q4 2016. 743 funds tracked by Wall St. Rank hold XLE as of Q1 2017.

CT Financial Advisors held 566 shares of State Street Energy Select Sector SPDR ETF worth $19.8K as of Q1 2017.
CT Financial Advisors bought 4 State Street Energy Select Sector SPDR ETF shares in Q1 2017, an estimated $145.
State Street Energy Select Sector SPDR ETF made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #367 holding.
CT Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $21.2K in Q4 2016.
743 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.