Barrett & Company’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Barrett & Company’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	$12.2K	Sell	114 -1	-0.9%	-$114	﹤0.01%	481
2026 Q1	$12.6K	Buy	115 +1	+0.9%	+$116	﹤0.01%	449
2025 Q4	$13.4K	Hold	114	–	–	﹤0.01%	443
2025 Q3	$13.5K	Hold	114	–	–	﹤0.01%	447
2025 Q2	$12.4K	Hold	114	–	–	﹤0.01%	457
2025 Q1	$11K	Hold	114	–	–	﹤0.01%	434
2024 Q4	$11K	Buy	+114	New	+$10.9K	﹤0.01%	427

Other funds holding XLC

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

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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Barrett & Company's XLC Position: Q2 2026 in Review

Barrett & Company reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.87% in Q2 2026, selling an estimated $114 and leaving 114 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Barrett & Company first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.5K in Q3 2025. 1,162 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Barrett & Company held 114 shares of State Street Communication Services Select Sector SPDR ETF worth $12.2K as of Q2 2026.
Barrett & Company sold 1 State Street Communication Services Select Sector SPDR ETF share in Q2 2026, an estimated $114.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #481 holding.
Barrett & Company first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Barrett & Company's State Street Communication Services Select Sector SPDR ETF position peaked at $13.5K in Q3 2025.
1,162 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.