Bramshill Investments’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bramshill Investments’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	$1.34M	Buy	12,500 +500	+4%	+$57K	0.1%	45
2026 Q1	$1.33M	Sell	12,000 -13,000	-52%	-$1.5M	0.11%	44
2025 Q4	$2.94M	Buy	25,000 +5,000	+25%	+$575K	0.17%	25
2025 Q3	$2.37M	Sell	20,000 -3,000	-13%	-$333K	0.16%	21
2025 Q2	$2.5M	Sell	23,000 -2,000	-8%	-$197K	0.26%	15
2025 Q1	$2.41M	Buy	25,000 +2,500	+11%	+$250K	0.25%	18
2024 Q4	$2.18M	Buy	22,500 +4,767	+27%	+$455K	0.34%	17
2024 Q3	$1.6M	Buy	+17,733	New	+$1.53M	0.18%	21

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

Bramshill Investments's XLC Position: Q2 2026 in Review

Bramshill Investments increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4.2% in Q2 2026, buying an estimated $57K and bringing the position to 12,500 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #45.

Bramshill Investments first reported a position in XLC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.94M in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Bramshill Investments held 12,500 shares of State Street Communication Services Select Sector SPDR ETF worth $1.34M as of Q2 2026.
Bramshill Investments bought 500 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $57K.
State Street Communication Services Select Sector SPDR ETF made up 0.1% of Bramshill Investments's portfolio in Q2 2026, its #45 holding.
Bramshill Investments first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Bramshill Investments's State Street Communication Services Select Sector SPDR ETF position peaked at $2.94M in Q4 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.