LBA Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

LBA Wealth Management’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
2017 Q1	$13K	Hold	500	–	–	0.01%	309
2016 Q4	$12K	Sell	500 -1,580	-76%	-$37.7K	0.01%	313
2016 Q3	$51K	Hold	2,080	–	–	0.03%	202
2016 Q2	$55K	Hold	2,080	–	–	0.03%	189
2016 Q1	$52K	Sell	2,080 -1,580	-43%	-$36.5K	0.03%	191
2015 Q4	$79K	Hold	3,660	–	–	0.05%	182
2015 Q3	$79K	Buy	3,660 +3,160	+632%	+$68K	0.05%	161
2015 Q2	$10K	Hold	500	–	–	0.01%	246
2015 Q1	$11K	Hold	500	–	–	0.01%	233
2014 Q4	$12K	Hold	500	–	–	0.01%	225
2014 Q3	$11K	Hold	500	–	–	0.01%	282
2014 Q2	$11K	Hold	500	–	–	0.01%	205
2014 Q1	$10K	Sell	500 -500	-50%	-$9.86K	0.01%	200
2013 Q4	$19K	Buy	+1,000	New	+$19.1K	0.02%	183

Other funds holding XLU

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

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

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

CWM

CIBC World Markets New York $20.8B AUM

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

SGI

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LBA Wealth Management's XLU Position: Q1 2017 in Review

LBA Wealth Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2017 at 500 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #309.

LBA Wealth Management first reported a position in XLU in Q4 2013 and has held it in 14 quarters since. The position peaked at $79K in Q4 2015. 516 funds tracked by Wall St. Rank hold XLU as of Q1 2017.

LBA Wealth Management held 500 shares of State Street Utilities Select Sector SPDR ETF worth $13K as of Q1 2017.
LBA Wealth Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2017.
State Street Utilities Select Sector SPDR ETF made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #309 holding.
LBA Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $79K in Q4 2015.
516 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.