KMS Financial 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
2014
Q3
$625K Sell
2014
Q2
$675K Sell
2014
Q1
$834K Buy
2013
Q4
$740K Buy
2013
Q3
$610K Sell
2013
Q2
$673K Buy