BHWM
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Bar Harbor Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bar Harbor 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
2026
Q2 		$10.8M Buy
101,272
+509
+0.5% +$58K 0.58% 42
2026
Q1 		$11.2M Buy
100,763
+15,005
+17% +$1.74M 0.65% 42
2025
Q4 		$10.1M Buy
85,758
+1,237
+1% +$142K 0.58% 46
2025
Q3 		$10M Buy
84,521
+645
+0.8% +$71.7K 0.6% 50
2025
Q2 		$9.1M Buy
83,876
+13,196
+19% +$1.3M 0.58% 51
2025
Q1 		$6.82M Sell
70,680
-319
-0.4% -$31.9K 0.45% 60
2024
Q4 		$6.87M Sell
70,999
-2,440
-3% -$233K 0.45% 62
2024
Q3 		$6.64M Buy
73,439
+373
+0.5% +$32.2K 0.42% 66
2024
Q2 		$6.26M Sell
73,066
-734
-1% -$60.5K 0.41% 68
2024
Q1 		$6.03M Buy
73,800
+2,639
+4% +$206K 0.4% 67
2023
Q4 		$5.17M Buy
71,161
+63
+0.1% +$4.33K 0.39% 70
2023
Q3 		$4.66M Sell
71,098
-10
-0% -$667 0.37% 74
2023
Q2 		$4.63M Sell
71,108
-1,609
-2% -$98K 0.35% 75
2023
Q1 		$4.22M Sell
72,717
-241
-0.3% -$13.1K 0.34% 76
2022
Q4 		$3.5M Sell
72,958
-109
-0.1% -$5.34K 0.28% 84
2022
Q3 		$3.5M Sell
73,067
-3,904
-5% -$215K 0.3% 83
2022
Q2 		$4.18M Buy
76,971
+6,622
+9% +$399K 0.33% 79
2022
Q1 		$4.84M Buy
70,349
+4,650
+7% +$328K 0.43% 56
2021
Q4 		$5.1M Buy
65,699
+403
+0.6% +$31.9K 0.43% 56
2021
Q3 		$5.23M Sell
65,296
-957
-1% -$79.2K 0.49% 52
2021
Q2 		$5.36M Buy
66,253
+163
+0.2% +$12.7K 0.5% 52
2021
Q1 		$4.85M Buy
66,090
+133
+0.2% +$9.46K 0.47% 55
2020
Q4 		$4.45M Sell
65,957
-672
-1% -$42.8K 0.45% 57
2020
Q3 		$3.96M Sell
66,629
-1,519
-2% -$90K 0.44% 58
2020
Q2 		$3.68M Sell
68,148
-8,012
-11% -$411K 0.43% 59
2020
Q1 		$3.37M Buy
76,160
+47,995
+170% +$2.48M 0.45% 59
2019
Q4 		$1.51M Sell
28,165
-2,930
-9% -$151K 0.17% 109
2019
Q3 		$1.54M Sell
31,095
-1,386
-4% -$69.4K 0.18% 106
2019
Q2 		$1.6M Buy
32,481
+993
+3% +$48.3K 0.19% 108
2019
Q1 		$1.47M Buy
31,488
+2,879
+10% +$131K 0.18% 104
2018
Q4 		$1.18M Buy
28,609
+2,710
+10% +$121K 0.16% 116
2018
Q3 		$1.27M Buy
+25,899
New +$1.28M 0.14% 122

Other funds holding XLC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Bar Harbor Wealth Management's XLC Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.51% in Q2 2026, buying an estimated $58K and bringing the position to 101,272 shares worth $10.8M. The position accounts for 0.58% of the portfolio, ranked #42.

Bar Harbor Wealth Management first reported a position in XLC in Q3 2018 and has held it in 32 quarters since. The position peaked at $11.2M in Q1 2026. 524 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Bar Harbor Wealth Management held 101,272 shares of State Street Communication Services Select Sector SPDR ETF worth $10.8M as of Q2 2026.
  • Bar Harbor Wealth Management bought 509 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $58K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.58% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Bar Harbor Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 32 quarters since.
  • Bar Harbor Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $11.2M in Q1 2026.
  • 524 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.