Investors Capital Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$1.09M Buy
41,542
+2,698
+7% +$66.5K 0.21% 132
2016
Q1
$963K Buy
38,844
+238
+0.6% +$5.49K 0.19% 151
2015
Q4
$835K Sell
38,606
-758
-2% -$16.4K 0.16% 183
2015
Q3
$852K Buy
39,364
+7,482
+23% +$161K 0.17% 168
2015
Q2
$660K Sell
31,882
-2,192
-6% -$48K 0.12% 242
2015
Q1
$756K Buy
34,074
+1,930
+6% +$44.6K 0.14% 219
2014
Q4
$758K Sell
32,144
-74
-0.2% -$1.68K 0.14% 205
2014
Q3
$678K Sell
32,218
-4,384
-12% -$92.9K 0.13% 217
2014
Q2
$810K Buy
36,602
+2,938
+9% +$62.5K 0.13% 243
2014
Q1
$697K Buy
33,664
+1,204
+4% +$23.7K 0.15% 207
2013
Q4
$616K Buy
32,460
+3,240
+11% +$62K 0.14% 214
2013
Q3
$545K Buy
29,220
+1,526
+6% +$29.1K 0.14% 221
2013
Q2
$521K Buy
+27,694
New +$543K 0.16% 185

Other funds holding XLU

Investors Capital Advisory Services's XLU Position: Q2 2016 in Review

Investors Capital Advisory Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.9% in Q2 2016, buying an estimated $66.5K and bringing the position to 41,542 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #132.

Investors Capital Advisory Services 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.

  • Investors Capital Advisory Services held 41,542 shares of State Street Utilities Select Sector SPDR ETF worth $1.09M as of Q2 2016.
  • Investors Capital Advisory Services bought 2,698 State Street Utilities Select Sector SPDR ETF shares in Q2 2016, an estimated $66.5K.
  • State Street Utilities Select Sector SPDR ETF made up 0.21% of Investors Capital Advisory Services's portfolio in Q2 2016, its #132 holding.
  • Investors Capital Advisory Services 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 Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.