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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$158K	Buy	6,074 +950	+19%	+$24.9K	0.04%	425
2017 Q1	$131K	Sell	5,124 -5,010	-49%	-$125K	0.03%	423
2016 Q4	$246K	Sell	10,134 -8,478	-46%	-$202K	0.06%	322
2016 Q3	$456K	Sell	18,612 -2,508	-12%	-$63.7K	0.11%	192
2016 Q2	$554K	Sell	21,120 -2,320	-10%	-$57.2K	0.15%	160
2016 Q1	$582K	Buy	23,440 +6,138	+35%	+$142K	0.17%	153
2015 Q4	$374K	Sell	17,302 -2,694	-13%	-$58.4K	0.11%	196
2015 Q3	$433K	Sell	19,996 -6,292	-24%	-$135K	0.14%	168
2015 Q2	$545K	Sell	26,288 -7,766	-23%	-$170K	0.15%	147
2015 Q1	$757K	Sell	34,054 -14,296	-30%	-$330K	0.21%	109
2014 Q4	$1.14M	Sell	48,350 -1,160	-2%	-$26.3K	0.23%	99
2014 Q3	$1.04M	Buy	49,510 +826	+2%	+$17.5K	0.2%	117
2014 Q2	$1.08M	Buy	48,684 +6,400	+15%	+$136K	0.2%	114
2014 Q1	$877K	Sell	42,284 -56,524	-57%	-$1.11M	0.18%	138
2013 Q4	$1.88M	Sell	98,808 -26,118	-21%	-$500K	0.27%	89
2013 Q3	$2.33M	Sell	124,926 -9,170	-7%	-$175K	0.36%	59
2013 Q2	$2.52M	Buy	+134,096	New	+$2.63M	0.42%	50