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

WealthShield’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
2017 Q4	$538K	Buy	+20,602	New	+$565K	0.33%	62

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WealthShield's XLU Position: Q4 2017 in Review

WealthShield opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2017: 20,602 shares worth $538K. The stake represents 0.33% of the portfolio and ranks #62 among its holdings.

585 funds tracked by Wall St. Rank hold XLU as of Q4 2017.

WealthShield held 20,602 shares of State Street Utilities Select Sector SPDR ETF worth $538K as of Q4 2017.
State Street Utilities Select Sector SPDR ETF was a new WealthShield position in Q4 2017.
State Street Utilities Select Sector SPDR ETF made up 0.33% of WealthShield's portfolio in Q4 2017, its #62 holding.
585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.