Fiduciary Services Corp’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Fiduciary Services Corp’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$512K	Hold	9,175	–	–	0.17%	133
2014 Q4	$519K	Buy	9,175 +2,375	+35%	+$131K	0.18%	125
2014 Q3	$361K	Sell	6,800 -300	-4%	-$16.1K	0.13%	136
2014 Q2	$384K	Sell	7,100 -300	-4%	-$16K	0.14%	129
2014 Q1	$387K	Sell	7,400 -50	-0.7%	-$2.57K	0.15%	124
2013 Q4	$389K	Sell	7,450 -250	-3%	-$12.3K	0.16%	121
2013 Q3	$357K	Buy	7,700 +400	+5%	+$18.1K	0.16%	115
2013 Q2	$311K	Buy	+7,300	New	+$310K	0.14%	118

Other funds holding XLI

Goldman Sachs New York $871B AUM 31.28% 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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Fiduciary Services Corp's XLI Position: Q1 2015 in Review

Fiduciary Services Corp held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2015 at 9,175 shares worth $512K. The position accounts for 0.17% of the portfolio, ranked #133.

Fiduciary Services Corp first reported a position in XLI in Q2 2013 and has held it in 8 quarters since. The position peaked at $519K in Q4 2014. 415 funds tracked by Wall St. Rank hold XLI as of Q1 2015.

Fiduciary Services Corp held 9,175 shares of State Street Industrial Select Sector SPDR ETF worth $512K as of Q1 2015.
Fiduciary Services Corp left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2015.
State Street Industrial Select Sector SPDR ETF made up 0.17% of Fiduciary Services Corp's portfolio in Q1 2015, its #133 holding.
Fiduciary Services Corp first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 8 quarters since.
Fiduciary Services Corp's State Street Industrial Select Sector SPDR ETF position peaked at $519K in Q4 2014.
415 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.