Mariner Wealth Advisors (Madison)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013 Q3	$654K	Buy	35,000 +1,420	+4%	+$27.1K	0.26%	37
2013 Q2	$632K	Buy	+33,580	New	+$658K	0.28%	31

Other funds holding XLU

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s XLU Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.2% in Q3 2013, buying an estimated $27.1K and bringing the position to 35,000 shares worth $654K. The position accounts for 0.26% of the portfolio, ranked #37.

Mariner Wealth Advisors (Madison) first reported a position in XLU in Q2 2013 and has held it in 2 quarters since. 330 funds tracked by Wall St. Rank hold XLU as of Q3 2013.

Mariner Wealth Advisors (Madison) held 35,000 shares of State Street Utilities Select Sector SPDR ETF worth $654K as of Q3 2013.
Mariner Wealth Advisors (Madison) bought 1,420 State Street Utilities Select Sector SPDR ETF shares in Q3 2013, an estimated $27.1K.
State Street Utilities Select Sector SPDR ETF made up 0.26% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #37 holding.
Mariner Wealth Advisors (Madison) first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 2 quarters since.
330 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.