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

WFG 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
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

Other funds holding XLU

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

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

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

SGI

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

Morgan Stanley New York $1.89T AUM 35.08% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

WFG Advisors's XLU Position: Q2 2017 in Review

WFG Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 19% in Q2 2017, buying an estimated $24.9K and bringing the position to 6,074 shares worth $158K. The position accounts for 0.04% of the portfolio, ranked #425.

WFG Advisors first reported a position in XLU in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.52M in Q2 2013. 530 funds tracked by Wall St. Rank hold XLU as of Q2 2017.

WFG Advisors held 6,074 shares of State Street Utilities Select Sector SPDR ETF worth $158K as of Q2 2017.
WFG Advisors bought 950 State Street Utilities Select Sector SPDR ETF shares in Q2 2017, an estimated $24.9K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #425 holding.
WFG Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.52M in Q2 2013.
530 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.