Brave Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Brave Asset Management’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
2026 Q2	$3.46M	Buy	76,334 +3,550	+5%	+$161K	0.74%	20
2026 Q1	$3.34M	Buy	72,784 +966	+1%	+$43.3K	0.78%	22
2025 Q4	$3.07M	Buy	71,818 +1,960	+3%	+$86.8K	0.72%	20
2025 Q3	$3.05M	Buy	69,858 +2,402	+4%	+$102K	0.74%	19
2025 Q2	$2.76M	Sell	67,456 -288	-0.4%	-$11.5K	0.74%	19
2025 Q1	$2.67M	Sell	67,744 -65,390	-49%	-$2.55M	0.83%	20
2024 Q4	$5.04M	Sell	133,134 -1,352	-1%	-$53.6K	1.6%	15
2024 Q3	$5.43M	Buy	134,486 +1,864	+1%	+$69.2K	1.32%	17
2024 Q2	$4.52M	Buy	132,622 +1,236	+0.9%	+$42.5K	1.15%	17
2024 Q1	$4.31M	Buy	131,386 +4,860	+4%	+$152K	1.12%	17
2023 Q4	$4.01M	Sell	126,526 -42	-0%	-$1.28K	1.13%	17
2023 Q3	$3.73M	Buy	126,568 +5,796	+5%	+$187K	1.14%	18
2023 Q2	$3.95M	Buy	120,772 +2,282	+2%	+$76.8K	1.16%	17
2023 Q1	$4.01M	Buy	118,490 +6,722	+6%	+$228K	1.27%	17
2022 Q4	$3.94M	Buy	111,768 +12,954	+13%	+$440K	1.33%	16
2022 Q3	$3.24M	Buy	98,814 +5,772	+6%	+$212K	1.64%	16
2022 Q2	$3.26M	Buy	93,042 +2,332	+3%	+$84.4K	1.46%	16
2022 Q1	$3.38M	Buy	90,710 +7,592	+9%	+$263K	1.16%	20
2021 Q4	$2.98M	Buy	83,118 +3,592	+5%	+$121K	0.81%	21
2021 Q3	$2.54M	Buy	79,526 +2,024	+3%	+$67.7K	0.73%	23
2021 Q2	$2.45M	Buy	77,502 +4,110	+6%	+$135K	0.72%	24
2021 Q1	$2.35M	Buy	73,392 +11,500	+19%	+$357K	0.79%	23
2020 Q4	$1.94M	Sell	61,892 -30,066	-33%	-$951K	0.74%	27
2020 Q3	$2.73M	Buy	91,958 +14,052	+18%	+$417K	1.29%	20
2020 Q2	$2.2M	Buy	77,906 +6,922	+10%	+$200K	1.15%	20
2020 Q1	$1.97M	Buy	70,984 +1,432	+2%	+$45.8K	1.23%	20
2019 Q4	$2.25M	Buy	+69,552	New	+$2.21M	1.17%	24
2015 Q1	–	Sell	-26,750	Closed	-$632K	–	444
2014 Q4	$632K	Sell	26,750 -2,000	-7%	-$45.3K	0.45%	66
2014 Q3	$605K	Sell	28,750 -29,900	-51%	-$633K	0.45%	66
2014 Q2	$1.3M	Hold	58,650	–	–	0.92%	32
2014 Q1	$1.22M	Sell	58,650 -3,000	-5%	-$59.1K	0.96%	30
2013 Q4	$1.17M	Buy	+61,650	New	+$1.18M	0.94%	31

Other funds holding XLU

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Brave Asset Management's XLU Position: Q2 2026 in Review

Brave Asset Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.9% in Q2 2026, buying an estimated $161K and bringing the position to 76,334 shares worth $3.46M. The position accounts for 0.74% of the portfolio, ranked #20.

Brave Asset Management first reported a position in XLU in Q4 2013 and has held it in 32 quarters since. The position peaked at $5.43M in Q3 2024. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Brave Asset Management held 76,334 shares of State Street Utilities Select Sector SPDR ETF worth $3.46M as of Q2 2026.
Brave Asset Management bought 3,550 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $161K.
State Street Utilities Select Sector SPDR ETF made up 0.74% of Brave Asset Management's portfolio in Q2 2026, its #20 holding.
Brave Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and has held it in 32 quarters since.
Brave Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $5.43M in Q3 2024.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Brave Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.