Bartlett & Co Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.13M Buy
19,858
+6,000
+43% +$684K 0.03% 210
2026
Q1
$1.61M Sell
13,858
-403
-3% -$46.7K 0.02% 235
2025
Q4
$1.68M Sell
14,261
-2,388
-14% -$275K 0.02% 226
2025
Q3
$1.97M Sell
16,649
-308
-2% -$34.2K 0.03% 207
2025
Q2
$1.84M Sell
16,957
-224
-1% -$22.1K 0.03% 205
2025
Q1
$1.66M Sell
17,181
-156
-0.9% -$15.6K 0.02% 210
2024
Q4
$1.68M Sell
17,337
-1,738
-9% -$166K 0.02% 209
2024
Q3
$1.72M Sell
19,075
-151
-0.8% -$13K 0.02% 209
2024
Q2
$1.65M Sell
19,226
-4,975
-21% -$410K 0.03% 209
2024
Q1
$1.98M Sell
24,201
-8,293
-26% -$646K 0.03% 199
2023
Q4
$2.38M Buy
32,494
+8,254
+34% +$568K 0.04% 191
2023
Q3
$1.59M Sell
24,240
-45
-0.2% -$3K 0.03% 215
2023
Q2
$1.58M Sell
24,285
-1,186
-5% -$72.2K 0.03% 222
2023
Q1
$1.48M Sell
25,471
-539
-2% -$29.3K 0.03% 198
2022
Q4
$1.25M Buy
26,010
+20,091
+339% +$984K 0.03% 213
2022
Q3
$283K Sell
5,919
-201
-3% -$11.1K 0.01% 335
2022
Q2
$332K Buy
6,120
+4,140
+209% +$249K 0.01% 312
2022
Q1
$136K Buy
+1,980
New +$140K ﹤0.01% 434
2021
Q4
Sell
-1,980
Closed -$159K 903
2021
Q3
$159K Hold
1,980
﹤0.01% 353
2021
Q2
$160K Hold
1,980
﹤0.01% 347
2021
Q1
$145K Hold
1,980
﹤0.01% 355
2020
Q4
$134K Buy
1,980
+340
+21% +$21.6K ﹤0.01% 367
2020
Q3
$97.4K Hold
1,640
﹤0.01% 389
2020
Q2
$88.6K Buy
+1,640
New +$84.2K ﹤0.01% 398

Other funds holding XLC

Bartlett & Co Wealth Management's XLC Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 43% in Q2 2026, buying an estimated $684K and bringing the position to 19,858 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #210.

Bartlett & Co Wealth Management first reported a position in XLC in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.38M in Q4 2023. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Bartlett & Co Wealth Management held 19,858 shares of State Street Communication Services Select Sector SPDR ETF worth $2.13M as of Q2 2026.
  • Bartlett & Co Wealth Management bought 6,000 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $684K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.03% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Bartlett & Co Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
  • Bartlett & Co Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $2.38M in Q4 2023.
  • 1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.