CT Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

CT Financial Advisors’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
2017 Q1	$89.3K	Buy	3,480 +12	+0.3%	+$300	0.06%	212
2016 Q4	$84.2K	Buy	3,468 +14	+0.4%	+$334	0.05%	216
2016 Q3	$84.6K	Buy	3,454 +12	+0.3%	+$305	0.05%	214
2016 Q2	$90.3K	Buy	3,442 +12	+0.3%	+$296	0.06%	203
2016 Q1	$85.1K	Buy	3,430 +12	+0.4%	+$277	0.05%	226
2015 Q4	$74K	Buy	3,418 +16	+0.5%	+$347	0.04%	248
2015 Q3	$73.7K	Buy	3,402 +14	+0.4%	+$301	0.05%	247
2015 Q2	$70.3K	Buy	3,388 +12	+0.4%	+$263	0.04%	264
2015 Q1	$75K	Buy	3,376 +14	+0.4%	+$323	0.04%	261
2014 Q4	$79.4K	Buy	+3,362	New	+$76.1K	0.06%	192
2014 Q1	$75K	Buy	+3,376	New	+$66.6K	0.04%	261

Other funds holding XLU

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

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

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

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

CWM

CIBC World Markets New York $20.8B AUM

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SGI

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CT Financial Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.35% in Q1 2017, buying an estimated $300 and bringing the position to 3,480 shares worth $89.3K. The position accounts for 0.06% of the portfolio, ranked #212.

CT Financial Advisors first reported a position in XLU in Q1 2014 and has held it in 11 quarters since. The position peaked at $90.3K in Q2 2016. 516 funds tracked by Wall St. Rank hold XLU as of Q1 2017.

CT Financial Advisors held 3,480 shares of State Street Utilities Select Sector SPDR ETF worth $89.3K as of Q1 2017.
CT Financial Advisors bought 12 State Street Utilities Select Sector SPDR ETF shares in Q1 2017, an estimated $300.
State Street Utilities Select Sector SPDR ETF made up 0.06% of CT Financial Advisors's portfolio in Q1 2017, its #212 holding.
CT Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $90.3K in Q2 2016.
516 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2017.

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