US Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

US Financial Advisors’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$2.26M	Hold	72,970	–	–	4.53%	11
2016 Q1	$2.26M	Sell	72,970 -95,964	-57%	-$2.78M	3.93%	11
2015 Q4	$5.09M	Buy	168,934 +167,870	+15,777%	+$5.53M	4.83%	10
2015 Q3	$33K	Sell	1,064 -155,690	-99%	-$5.25M	0.05%	153
2015 Q2	$5.89M	Buy	156,754 +216	+0.1%	+$8.57K	5.56%	10
2015 Q1	$6.07M	Buy	156,538 +6,590	+4%	+$255K	5.52%	11
2014 Q4	$5.93M	Buy	+149,948	New	+$6.23M	5.3%	10

Other funds holding XLE

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SGI

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

US Financial Advisors's XLE Position: Q2 2016 in Review

US Financial Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2016 at 72,970 shares worth $2.26M. The position accounts for 4.53% of the portfolio, ranked #11.

US Financial Advisors first reported a position in XLE in Q4 2014 and has held it in 7 quarters since. The position peaked at $6.07M in Q1 2015. 648 funds tracked by Wall St. Rank hold XLE as of Q2 2016.

US Financial Advisors held 72,970 shares of State Street Energy Select Sector SPDR ETF worth $2.26M as of Q2 2016.
US Financial Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2016.
State Street Energy Select Sector SPDR ETF made up 4.53% of US Financial Advisors's portfolio in Q2 2016, its #11 holding.
US Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 7 quarters since.
US Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $6.07M in Q1 2015.
648 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.