Braver Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Braver Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$17.6M	Buy	756,441 +742,440	+5,303%	+$15.9M	2.86%	6
2016 Q3	$270K	Sell	14,001 -1,948	-12%	-$40.2K	0.05%	129
2016 Q2	$320K	Sell	15,949 -400	-2%	-$8.1K	0.05%	116
2016 Q1	$323K	Sell	16,349 -707,150	-98%	-$13.5M	0.05%	120
2015 Q4	$15.1M	Buy	723,499 +707,551	+4,437%	+$14.9M	3.11%	8
2015 Q3	$317K	Sell	15,948 -179,926	-92%	-$3.81M	0.08%	65
2015 Q2	$4.19M	Sell	195,874 -47,838	-20%	-$1.03M	1.02%	24
2015 Q1	$5.16M	Buy	243,712 +227,764	+1,428%	+$4.82M	1.06%	23
2014 Q4	$346K	Sell	15,948 -354,739	-96%	-$7.43M	0.07%	72
2014 Q3	$7.54M	Sell	370,687 -336,070	-48%	-$6.78M	2.27%	10
2014 Q2	$14.1M	Buy	706,757 +562,572	+390%	+$11M	3.64%	8
2014 Q1	$8.82M	Sell	144,185 -244,751	-63%	-$4.67M	2.53%	10
2013 Q4	$7.47M	Sell	388,936 -21,333	-5%	-$392K	2.58%	10
2013 Q3	$7.26M	Buy	410,269 +96,527	+31%	+$1.71M	2.5%	11
2013 Q2	$5.36M	Buy	+313,742	New	+$5.26M	2.46%	8

Other funds holding XLF

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Braver Wealth Management's XLF Position: Q4 2016 in Review

Braver Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5,303% in Q4 2016, buying an estimated $15.9M and bringing the position to 756,441 shares worth $17.6M. The position accounts for 2.86% of the portfolio, ranked #6.

Braver Wealth Management first reported a position in XLF in Q2 2013 and has held it in 15 quarters since. 765 funds tracked by Wall St. Rank hold XLF as of Q4 2016.

Braver Wealth Management held 756,441 shares of State Street Financial Select Sector SPDR ETF worth $17.6M as of Q4 2016.
Braver Wealth Management bought 742,440 State Street Financial Select Sector SPDR ETF shares in Q4 2016, an estimated $15.9M.
State Street Financial Select Sector SPDR ETF made up 2.86% of Braver Wealth Management's portfolio in Q4 2016, its #6 holding.
Braver Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 15 quarters since.
765 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.