Outfitter Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Outfitter Advisors’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
2018 Q2	$642K	Sell	24,720 -500	-2%	-$12.6K	0.29%	77
2018 Q1	$637K	Hold	25,220	–	–	0.29%	76
2017 Q4	$664K	Hold	25,220	–	–	0.22%	89
2017 Q3	$669K	Sell	25,220 -200	-0.8%	-$5.37K	0.24%	86
2017 Q2	$660K	Sell	25,420 -800	-3%	-$21K	0.25%	82
2017 Q1	$673K	Buy	26,220 +500	+2%	+$12.5K	0.25%	85
2016 Q4	$625K	Hold	25,720	–	–	0.25%	87
2016 Q3	$630K	Sell	25,720 -510	-2%	-$12.9K	0.25%	85
2016 Q2	$688K	Hold	26,230	–	–	0.29%	81
2016 Q1	$651K	Hold	26,230	–	–	0.26%	81
2015 Q4	$568K	Hold	26,230	–	–	0.23%	89
2015 Q3	$568K	Sell	26,230 -280	-1%	-$6.03K	0.25%	88
2015 Q2	$550K	Hold	26,510	–	–	0.21%	96
2015 Q1	$589K	Hold	26,510	–	–	0.22%	93
2014 Q4	$626K	Hold	26,510	–	–	0.24%	88
2014 Q3	$558K	Hold	26,510	–	–	0.22%	94
2014 Q2	$587K	Hold	26,510	–	–	0.22%	93
2014 Q1	$550K	Sell	26,510 -1,600	-6%	-$31.5K	0.22%	94
2013 Q4	$534K	Buy	28,110 +500	+2%	+$9.56K	0.21%	89
2013 Q3	$516K	Hold	27,610	–	–	0.22%	88
2013 Q2	$519K	Buy	+27,610	New	+$541K	0.24%	86

Other funds holding XLU

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SGI

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

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

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

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

Outfitter Advisors's XLU Position: Q2 2018 in Review

Outfitter Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2% in Q2 2018, selling an estimated $12.6K and leaving 24,720 shares worth $642K. The position accounts for 0.29% of the portfolio, ranked #77.

Outfitter Advisors first reported a position in XLU in Q2 2013 and has held it in 21 quarters since. The position peaked at $688K in Q2 2016. 562 funds tracked by Wall St. Rank hold XLU as of Q2 2018.

Outfitter Advisors held 24,720 shares of State Street Utilities Select Sector SPDR ETF worth $642K as of Q2 2018.
Outfitter Advisors sold 500 State Street Utilities Select Sector SPDR ETF shares in Q2 2018, an estimated $12.6K.
State Street Utilities Select Sector SPDR ETF made up 0.29% of Outfitter Advisors's portfolio in Q2 2018, its #77 holding.
Outfitter Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 21 quarters since.
Outfitter Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $688K in Q2 2016.
562 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2018.

Based on Outfitter Advisors's 13F filing for Q2 2018, filed 23 Jul 2018.