Brady Family Wealth’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Brady Family Wealth’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	$288K	Hold	2,687	–	–	0.08%	99
2026 Q1	$298K	Hold	2,687	–	–	0.09%	91
2025 Q4	$316K	Hold	2,687	–	–	0.1%	86
2025 Q3	$318K	Hold	2,687	–	–	0.1%	91
2025 Q2	$292K	Sell	2,687 -417	-13%	-$41.1K	0.09%	100
2025 Q1	$299K	Hold	3,104	–	–	0.1%	97
2024 Q4	$300K	Hold	3,104	–	–	0.09%	96
2024 Q3	$281K	Hold	3,104	–	–	0.08%	102
2024 Q2	$266K	Hold	3,104	–	–	0.09%	101
2024 Q1	$253K	Hold	3,104	–	–	0.08%	108
2023 Q4	$226K	Buy	+3,104	New	+$214K	0.08%	109

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

Brady Family Wealth's XLC Position: Q2 2026 in Review

Brady Family Wealth held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 2,687 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #99.

Brady Family Wealth first reported a position in XLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $318K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Brady Family Wealth held 2,687 shares of State Street Communication Services Select Sector SPDR ETF worth $288K as of Q2 2026.
Brady Family Wealth left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.08% of Brady Family Wealth's portfolio in Q2 2026, its #99 holding.
Brady Family Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Brady Family Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $318K in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.