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

Simply Money 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 Q1	$2.18M	Sell	86,402 -1,906	-2%	-$47.6K	0.31%	26
2017 Q4	$2.33M	Sell	88,308 -8,812	-9%	-$242K	0.3%	26
2017 Q3	$2.58M	Sell	97,120 -14,226	-13%	-$382K	0.34%	26
2017 Q2	$2.89M	Sell	111,346 -13,100	-11%	-$344K	0.39%	25
2017 Q1	$3.19M	Sell	124,446 -5,448	-4%	-$136K	0.45%	21
2016 Q4	$3.15M	Buy	129,894 +41,200	+46%	+$984K	0.45%	23
2016 Q3	$2.17M	Buy	88,694 +53,640	+153%	+$1.36M	0.33%	22
2016 Q2	$920K	Buy	35,054 +22,208	+173%	+$547K	0.14%	20
2016 Q1	$319K	Sell	12,846 -1,892	-13%	-$43.7K	0.05%	23
2015 Q4	$319K	Buy	14,738 +2,106	+17%	+$45.6K	0.05%	23
2015 Q3	$273K	Buy	+12,632	New	+$272K	0.04%	21
2013 Q4	–	Sell	-202	Closed	-$4K	–	140
2013 Q3	$4K	Sell	202 -9,404	-98%	-$179K	﹤0.01%	95
2013 Q2	$181K	Buy	+9,606	New	+$188K	0.03%	30

Other funds holding XLU

Goldman Sachs New York $871B AUM 31.28% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Simply Money Advisors's XLU Position: Q1 2018 in Review

Simply Money Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.2% in Q1 2018, selling an estimated $47.6K and leaving 86,402 shares worth $2.18M. The position accounts for 0.31% of the portfolio, ranked #26.

Simply Money Advisors first reported a position in XLU in Q2 2013 and has held it in 13 quarters since. The position peaked at $3.19M in Q1 2017. 557 funds tracked by Wall St. Rank hold XLU as of Q1 2018.

Simply Money Advisors held 86,402 shares of State Street Utilities Select Sector SPDR ETF worth $2.18M as of Q1 2018.
Simply Money Advisors sold 1,906 State Street Utilities Select Sector SPDR ETF shares in Q1 2018, an estimated $47.6K.
State Street Utilities Select Sector SPDR ETF made up 0.31% of Simply Money Advisors's portfolio in Q1 2018, its #26 holding.
Simply Money Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 13 quarters since.
Simply Money Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $3.19M in Q1 2017.
557 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.