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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Barrett & Company's XLC Position: Q1 2026 in Review

Barrett & Company increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.88% in Q1 2026, buying an estimated $116 and bringing the position to 115 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Barrett & Company first reported a position in XLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.5K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Barrett & Company held 115 shares of State Street Communication Services Select Sector SPDR ETF worth $12.6K as of Q1 2026.
  • Barrett & Company bought 1 State Street Communication Services Select Sector SPDR ETF share in Q1 2026, an estimated $116.
  • State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #449 holding.
  • Barrett & Company first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Barrett & Company's State Street Communication Services Select Sector SPDR ETF position peaked at $13.5K in Q3 2025.
  • 1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.