Fiduciary Services Corp’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Fiduciary Services Corp’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
2015 Q1	$1.72M	Buy	77,480 +4,302	+6%	+$99.4K	0.56%	61
2014 Q4	$1.73M	Buy	73,178 +2,068	+3%	+$46.8K	0.6%	58
2014 Q3	$1.5M	Buy	71,110 +610	+0.9%	+$12.9K	0.55%	60
2014 Q2	$1.56M	Buy	70,500 +3,210	+5%	+$68.3K	0.59%	58
2014 Q1	$1.4M	Buy	67,290 +3,020	+5%	+$59.5K	0.56%	61
2013 Q4	$1.22M	Buy	64,270 +1,544	+2%	+$29.5K	0.49%	64
2013 Q3	$1.17M	Sell	62,726 -2,130	-3%	-$40.6K	0.52%	63
2013 Q2	$1.22M	Buy	+64,856	New	+$1.27M	0.54%	57

Other funds holding XLU

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

MAA

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

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

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

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

SGI

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

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

Fiduciary Services Corp increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.9% in Q1 2015, buying an estimated $99.4K and bringing the position to 77,480 shares worth $1.72M. The position accounts for 0.56% of the portfolio, ranked #61.

Fiduciary Services Corp first reported a position in XLU in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.73M in Q4 2014. 457 funds tracked by Wall St. Rank hold XLU as of Q1 2015.

Fiduciary Services Corp held 77,480 shares of State Street Utilities Select Sector SPDR ETF worth $1.72M as of Q1 2015.
Fiduciary Services Corp bought 4,302 State Street Utilities Select Sector SPDR ETF shares in Q1 2015, an estimated $99.4K.
State Street Utilities Select Sector SPDR ETF made up 0.56% of Fiduciary Services Corp's portfolio in Q1 2015, its #61 holding.
Fiduciary Services Corp first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 8 quarters since.
Fiduciary Services Corp's State Street Utilities Select Sector SPDR ETF position peaked at $1.73M in Q4 2014.
457 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2015.

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