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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2013
Q3
$654K Buy
17,500
+710
+4% +$26.5K 0.26% 37
2013
Q2
$632K Buy
+16,790
New +$632K 0.28% 31