Summit Financial Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Summit Financial Wealth 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
2015 Q4	–	Sell	-6,750	Closed	-$146K	–	219
2015 Q3	$146K	Hold	6,750	–	–	0.09%	89
2015 Q2	$139K	Hold	6,750	–	–	0.09%	96
2015 Q1	$146K	Buy	6,750 +2,800	+71%	+$64.7K	0.1%	79
2014 Q4	$93K	Buy	+3,950	New	+$89.4K	0.06%	93

Other funds holding XLU

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

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

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

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

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

SGI

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

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

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

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

Summit Financial Wealth Advisors's XLU Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2015, closing a stake of 6,750 shares — an estimated $146K sold.

Summit Financial Wealth Advisors first reported a position in XLU in Q4 2014 and held it in 4 quarters. The position peaked at $146K in Q3 2015. 446 funds tracked by Wall St. Rank hold XLU as of Q4 2015.

Summit Financial Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2015 after selling out during the quarter.
Summit Financial Wealth Advisors sold 6,750 State Street Utilities Select Sector SPDR ETF shares in Q4 2015, an estimated $146K.
Summit Financial Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and held it in 4 quarters.
Summit Financial Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $146K in Q3 2015.
446 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.