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

Edge 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
2018 Q2	$176K	Hold	6,800	–	–	0.02%	332
2018 Q1	$171K	Hold	6,800	–	–	0.02%	335
2017 Q4	$179K	Sell	6,800 -528	-7%	-$14.5K	0.02%	321
2017 Q3	$194K	Hold	7,328	–	–	0.02%	308
2017 Q2	$190K	Sell	7,328 -62	-0.8%	-$1.63K	0.02%	319
2017 Q1	$189K	Hold	7,390	–	–	0.02%	329
2016 Q4	$179K	Buy	+7,390	New	+$176K	0.02%	320

Other funds holding XLU

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Edge Advisors's XLU Position: Q2 2018 in Review

Edge Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2018 at 6,800 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #332.

Edge Advisors first reported a position in XLU in Q4 2016 and has held it in 7 quarters since. The position peaked at $194K in Q3 2017. 562 funds tracked by Wall St. Rank hold XLU as of Q2 2018.

Edge Advisors held 6,800 shares of State Street Utilities Select Sector SPDR ETF worth $176K as of Q2 2018.
Edge Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2018.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Edge Advisors's portfolio in Q2 2018, its #332 holding.
Edge Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $194K in Q3 2017.
562 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.