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 Q3	$12.6K	Hold	114	–	–	﹤0.01%	454
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Barrett & Company's XLC Position: Q3 2026 in Review

Barrett & Company held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q3 2026 at 114 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Barrett & Company first reported a position in XLC in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.5K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Barrett & Company held 114 shares of State Street Communication Services Select Sector SPDR ETF worth $12.6K as of Q3 2026.
Barrett & Company left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Barrett & Company's portfolio in Q3 2026, its #454 holding.
Barrett & Company first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Barrett & Company's State Street Communication Services Select Sector SPDR ETF position peaked at $13.5K in Q3 2025.
1,017 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.