FMA Advisory’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

FMA Advisory’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 Q2	$63K	Buy	+3,058	New	+$66.9K	0.04%	174

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

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

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

MAA

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

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

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

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

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

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

FMA Advisory's XLU Position: Q2 2015 in Review

FMA Advisory opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2015: 3,058 shares worth $63K. The stake represents 0.04% of the portfolio and ranks #174 among its holdings.

423 funds tracked by Wall St. Rank hold XLU as of Q2 2015.

FMA Advisory held 3,058 shares of State Street Utilities Select Sector SPDR ETF worth $63K as of Q2 2015.
State Street Utilities Select Sector SPDR ETF was a new FMA Advisory position in Q2 2015.
State Street Utilities Select Sector SPDR ETF made up 0.04% of FMA Advisory's portfolio in Q2 2015, its #174 holding.
423 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.