Kabarec Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Kabarec Financial Advisors’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
2018 Q2	$2.01M	Sell	77,312 -24,936	-24%	-$627K	1.54%	20
2018 Q1	$2.58M	Sell	102,248 -2,912	-3%	-$72.7K	1.64%	21
2017 Q4	$2.77M	Buy	+105,160	New	+$2.88M	1.7%	23

Other funds holding XLU

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SGI

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Kabarec Financial Advisors's XLU Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 24% in Q2 2018, selling an estimated $627K and leaving 77,312 shares worth $2.01M. The position accounts for 1.54% of the portfolio, ranked #20.

Kabarec Financial Advisors first reported a position in XLU in Q4 2017 and has held it in 3 quarters since. The position peaked at $2.77M in Q4 2017. 562 funds tracked by Wall St. Rank hold XLU as of Q2 2018.

Kabarec Financial Advisors held 77,312 shares of State Street Utilities Select Sector SPDR ETF worth $2.01M as of Q2 2018.
Kabarec Financial Advisors sold 24,936 State Street Utilities Select Sector SPDR ETF shares in Q2 2018, an estimated $627K.
State Street Utilities Select Sector SPDR ETF made up 1.54% of Kabarec Financial Advisors's portfolio in Q2 2018, its #20 holding.
Kabarec Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 3 quarters since.
Kabarec Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.77M in Q4 2017.
562 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.