Braun-Bostich & Associates’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Braun-Bostich & Associates’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-4,396	Closed	-$297K	–	67
2020 Q4	$297K	Sell	4,396 -20,754	-83%	-$1.32M	0.6%	40
2020 Q3	$1.49M	Sell	25,150 -3,906	-13%	-$231K	1.49%	14
2020 Q2	$1.57M	Sell	29,056 -85	-0.3%	-$4.36K	1.53%	10
2020 Q1	$1.24M	Buy	+29,141	New	+$1.51M	1.58%	13

Other funds holding XLC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Braun-Bostich & Associates's XLC Position: Q1 2021 in Review

Braun-Bostich & Associates sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2021, closing a stake of 4,396 shares — an estimated $297K sold.

Braun-Bostich & Associates first reported a position in XLC in Q1 2020 and held it in 4 quarters. The position peaked at $1.57M in Q2 2020. 580 funds tracked by Wall St. Rank hold XLC as of Q1 2021.

Braun-Bostich & Associates reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Braun-Bostich & Associates sold 4,396 State Street Communication Services Select Sector SPDR ETF shares in Q1 2021, an estimated $297K.
Braun-Bostich & Associates first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and held it in 4 quarters.
Braun-Bostich & Associates's State Street Communication Services Select Sector SPDR ETF position peaked at $1.57M in Q2 2020.
580 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2021.

Based on Braun-Bostich & Associates's 13F filing for Q1 2021, filed 14 May 2021.