Brass Tax 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
2025
Q3
$797K Sell
6,736
-719
-10% -$79.9K 0.13% 80
2025
Q2
$809K Buy
7,455
+805
+12% +$79.3K 0.16% 72
2025
Q1
$641K Buy
6,650
+285
+4% +$28.5K 0.13% 84
2024
Q4
$616K Buy
+6,365
New +$607K 0.13% 82

Other funds holding XLC

Brass Tax Wealth Management's XLC Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 9.6% in Q3 2025, selling an estimated $79.9K and leaving 6,736 shares worth $797K. The position accounts for 0.13% of the portfolio, ranked #80.

Brass Tax Wealth Management first reported a position in XLC in Q4 2024 and has held it in 4 quarters since. The position peaked at $809K in Q2 2025. 1,137 funds tracked by Wall St. Rank hold XLC as of Q3 2025.

  • Brass Tax Wealth Management held 6,736 shares of State Street Communication Services Select Sector SPDR ETF worth $797K as of Q3 2025.
  • Brass Tax Wealth Management sold 719 State Street Communication Services Select Sector SPDR ETF shares in Q3 2025, an estimated $79.9K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.13% of Brass Tax Wealth Management's portfolio in Q3 2025, its #80 holding.
  • Brass Tax Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
  • Brass Tax Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $809K in Q2 2025.
  • 1,137 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.