Brown Miller Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Brown Miller Wealth 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
2024 Q1	–	Sell	-8,671	Closed	-$630K	–	127
2023 Q4	$630K	Buy	+8,671	New	+$597K	0.31%	67

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

Barclays London, United Kingdom $416B AUM 33.63% 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 $424B AUM 22.94% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Brown Miller Wealth Management's XLC Position: Q1 2024 in Review

Brown Miller Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2024, closing a stake of 8,671 shares — an estimated $630K sold.

Brown Miller Wealth Management first reported a position in XLC in Q4 2023 and held it in 1 quarter. The position peaked at $630K in Q4 2023. 904 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

Brown Miller Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Brown Miller Wealth Management sold 8,671 State Street Communication Services Select Sector SPDR ETF shares in Q1 2024, an estimated $630K.
Brown Miller Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and held it in 1 quarter.
Brown Miller Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $630K in Q4 2023.
904 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

Based on Brown Miller Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.