BBR Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

BBR Partners’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	–	Sell	-1,827	Closed	-$203K	–	280
2026 Q1	$203K	Hold	1,827	–	–	0.01%	241
2025 Q4	$215K	Sell	1,827 -473	-21%	-$54.4K	0.01%	243
2025 Q3	$272K	Buy	+2,300	New	+$256K	0.02%	214

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

BBR Partners's XLC Position: Q2 2026 in Review

BBR Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 1,827 shares — an estimated $203K sold.

BBR Partners first reported a position in XLC in Q3 2025 and held it in 3 quarters. The position peaked at $272K in Q3 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

BBR Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
BBR Partners sold 1,827 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $203K.
BBR Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
BBR Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $272K in Q3 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.