BWMG
XLC icon

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

Barnes Wealth Management Group’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 		$700K Sell
6,532
-374
-5% -$42.6K 0.32% 78
2026
Q1 		$766K Buy
6,906
+50
+0.7% +$5.79K 0.39% 71
2025
Q4 		$807K Sell
6,856
-146
-2% -$16.8K 0.43% 58
2025
Q3 		$829K Buy
7,002
+780
+13% +$86.7K 0.46% 58
2025
Q2 		$675K Buy
6,222
+361
+6% +$35.6K 0.4% 62
2025
Q1 		$565K Buy
5,861
+1,881
+47% +$188K 0.36% 68
2024
Q4 		$385K Buy
+3,980
New +$379K 0.26% 86

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
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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Barnes Wealth Management Group's XLC Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 5.4% in Q2 2026, selling an estimated $42.6K and leaving 6,532 shares worth $700K. The position accounts for 0.32% of the portfolio, ranked #78.

Barnes Wealth Management Group first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $829K in Q3 2025. 447 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Barnes Wealth Management Group held 6,532 shares of State Street Communication Services Select Sector SPDR ETF worth $700K as of Q2 2026.
  • Barnes Wealth Management Group sold 374 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $42.6K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.32% of Barnes Wealth Management Group's portfolio in Q2 2026, its #78 holding.
  • Barnes Wealth Management Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Barnes Wealth Management Group's State Street Communication Services Select Sector SPDR ETF position peaked at $829K in Q3 2025.
  • 447 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.