FirstMerit Bank N.A. Trustee’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

FirstMerit Bank N.A. Trustee’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
2016 Q2	$1.93M	Buy	73,344 +7,354	+11%	+$181K	0.16%	117
2016 Q1	$1.64M	Buy	65,990 +6,614	+11%	+$153K	0.14%	123
2015 Q4	$1.28M	Sell	59,376 -6,582	-10%	-$143K	0.11%	134
2015 Q3	$1.43M	Buy	65,958 +7,244	+12%	+$156K	0.13%	132
2015 Q2	$1.22M	Buy	58,714 +7,040	+14%	+$154K	0.1%	144
2015 Q1	$1.15M	Sell	51,674 -692	-1%	-$16K	0.09%	150
2014 Q4	$1.24M	Buy	52,366 +1,516	+3%	+$34.3K	0.1%	143
2014 Q3	$1.07M	Sell	50,850 -1,358	-3%	-$28.8K	0.09%	149
2014 Q2	$1.16M	Buy	52,208 +4,148	+9%	+$88.2K	0.1%	146
2014 Q1	$997K	Buy	48,060 +636	+1%	+$12.5K	0.09%	148
2013 Q4	$901K	Sell	47,424 -1,960	-4%	-$37.5K	0.08%	147
2013 Q3	$922K	Buy	49,384 +1,526	+3%	+$29.1K	0.09%	138
2013 Q2	$900K	Buy	+47,858	New	+$938K	0.09%	134

Other funds holding XLU

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

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

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

SGI

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

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

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

FirstMerit Bank N.A. Trustee's XLU Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 11% in Q2 2016, buying an estimated $181K and bringing the position to 73,344 shares worth $1.93M. The position accounts for 0.16% of the portfolio, ranked #117.

FirstMerit Bank N.A. Trustee first reported a position in XLU in Q2 2013 and has held it in 13 quarters since. 534 funds tracked by Wall St. Rank hold XLU as of Q2 2016.

FirstMerit Bank N.A. Trustee held 73,344 shares of State Street Utilities Select Sector SPDR ETF worth $1.93M as of Q2 2016.
FirstMerit Bank N.A. Trustee bought 7,354 State Street Utilities Select Sector SPDR ETF shares in Q2 2016, an estimated $181K.
State Street Utilities Select Sector SPDR ETF made up 0.16% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #117 holding.
FirstMerit Bank N.A. Trustee first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 13 quarters since.
534 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2016.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2016, filed 11 Jul 2016.