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Smith & Howard Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Smith & Howard Wealth Management’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 		– Sell
-1,444
Closed -$27K – 273
2013
Q2 		$27K Buy
+1,444
New +$28.3K 0.02% 119

Other funds holding XLU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Smith & Howard Wealth Management's XLU Position: Q3 2013 in Review

Smith & Howard Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2013, closing a stake of 1,444 shares — an estimated $27K sold.

Smith & Howard Wealth Management first reported a position in XLU in Q2 2013 and held it in 1 quarter. The position peaked at $27K in Q2 2013. 330 funds tracked by Wall St. Rank hold XLU as of Q3 2013.

  • Smith & Howard Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,444 State Street Utilities Select Sector SPDR ETF shares in Q3 2013, an estimated $27K.
  • Smith & Howard Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $27K in Q2 2013.
  • 330 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2013, filed 31 Oct 2013.