Brave Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Brave Asset Management’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
2022 Q4	–	Sell	-90,780	Closed	-$4.35M	–	160
2022 Q3	$4.35M	Buy	90,780 +20,401	+29%	+$1.12M	2.21%	13
2022 Q2	$3.82M	Sell	70,379 -15,933	-18%	-$959K	1.71%	15
2022 Q1	$5.94M	Buy	86,312 +2,229	+3%	+$157K	2.04%	14
2021 Q4	$6.53M	Buy	84,083 +2,578	+3%	+$204K	1.79%	16
2021 Q3	$6.53M	Sell	81,505 -1,389	-2%	-$115K	1.89%	17
2021 Q2	$6.71M	Buy	82,894 +6,933	+9%	+$540K	1.97%	17
2021 Q1	$5.57M	Buy	75,961 +2,092	+3%	+$149K	1.88%	16
2020 Q4	$4.99M	Buy	73,869 +439	+0.6%	+$27.9K	1.89%	17
2020 Q3	$4.36M	Sell	73,430 -3,919	-5%	-$232K	2.07%	13
2020 Q2	$4.18M	Buy	77,349 +41	+0.1%	+$2.1K	2.19%	12
2020 Q1	$3.42M	Sell	77,308 -3,454	-4%	-$179K	2.14%	12
2019 Q4	$4.33M	Sell	80,762 -139	-0.2%	-$7.16K	2.25%	13
2019 Q3	$4.01M	Buy	80,901 +104	+0.1%	+$5.21K	2.3%	12
2019 Q2	$3.98M	Buy	80,797 +2,777	+4%	+$135K	2.23%	11
2019 Q1	$3.65M	Buy	78,020 +9,189	+13%	+$419K	2.03%	13
2018 Q4	$2.84M	Buy	+68,831	New	+$3.09M	1.91%	16

Other funds holding XLC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Brave Asset Management's XLC Position: Q4 2022 in Review

Brave Asset Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2022, closing a stake of 90,780 shares — an estimated $4.35M sold.

Brave Asset Management first reported a position in XLC in Q4 2018 and held it in 16 quarters. The position peaked at $6.71M in Q2 2021. 650 funds tracked by Wall St. Rank hold XLC as of Q4 2022.

Brave Asset Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Brave Asset Management sold 90,780 State Street Communication Services Select Sector SPDR ETF shares in Q4 2022, an estimated $4.35M.
Brave Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and held it in 16 quarters.
Brave Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $6.71M in Q2 2021.
650 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2022.

Based on Brave Asset Management's 13F filing for Q4 2022, filed 20 Jan 2023.