Lehman Financial Resources’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Lehman Financial Resources’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 Q4	–	Sell	-4,400	Closed	-$95K	–	362
2015 Q3	$95K	Hold	4,400	–	–	0.05%	98
2015 Q2	$91K	Hold	4,400	–	–	0.04%	112
2015 Q1	$98K	Hold	4,400	–	–	0.05%	110
2014 Q4	$104K	Hold	4,400	–	–	0.05%	94
2014 Q3	$93K	Hold	4,400	–	–	0.05%	101
2014 Q2	$97K	Hold	4,400	–	–	0.05%	94
2014 Q1	$91K	Hold	4,400	–	–	0.05%	98
2013 Q4	$84K	Hold	4,400	–	–	0.05%	89
2013 Q3	$82K	Hold	4,400	–	–	0.05%	87
2013 Q2	$83K	Buy	+4,400	New	+$86.2K	0.06%	77

Other funds holding XLU

Bank of America

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

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

BNP Paribas Financial Markets

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

JP Morgan Chase

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

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

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

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

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