B. Riley Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

B. Riley Wealth Advisors’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	$1.81M	Buy	16,814 +468	+3%	+$53.3K	0.1%	196
2026 Q1	$1.76M	Sell	16,346 -34,753	-68%	-$4.02M	0.11%	178
2025 Q4	$6.02M	Buy	51,099 +2,243	+5%	+$258K	0.28%	76
2025 Q3	$5.78M	Buy	48,856 +26,750	+121%	+$2.97M	0.27%	78
2025 Q2	$2.4M	Buy	+22,106	New	+$2.18M	0.11%	184
2024 Q4	$5.55M	Buy	57,372 +2,159	+4%	+$206K	0.18%	124
2024 Q3	$4.98M	Buy	55,213 +5,185	+10%	+$447K	0.14%	160
2024 Q2	$4.29M	Buy	50,028 +2,200	+5%	+$181K	0.11%	183
2024 Q1	$3.14M	Buy	47,828 +27,527	+136%	+$2.14M	0.08%	232
2023 Q4	$1.48M	Sell	20,301 -27,527	-58%	-$1.89M	0.04%	430
2023 Q3	$3.14M	Sell	47,828 -568	-1%	-$37.9K	0.08%	232
2023 Q2	$3.15M	Buy	48,396 +5,523	+13%	+$336K	0.07%	269
2023 Q1	$2.49M	Buy	42,873 +20,422	+91%	+$1.11M	0.07%	294
2022 Q4	$1.08M	Sell	22,451 -1,189	-5%	-$58.2K	0.03%	508
2022 Q3	$1.13M	Buy	23,640 +4,986	+27%	+$274K	0.03%	471
2022 Q2	$1.01M	Sell	18,654 -3,754	-17%	-$226K	0.04%	418
2022 Q1	$1.54M	Sell	22,408 -9,716	-30%	-$685K	0.05%	358
2021 Q4	$2.5M	Buy	32,124 +2,108	+7%	+$167K	0.07%	298
2021 Q3	$2.41M	Buy	30,016 +1,307	+5%	+$108K	0.08%	295
2021 Q2	$2.26M	Sell	28,709 -23,385	-45%	-$1.82M	0.07%	309
2021 Q1	$3.61M	Sell	52,094 -26,551	-34%	-$1.89M	0.13%	182
2020 Q4	$5.31M	Buy	78,645 +11,835	+18%	+$753K	0.28%	82
2020 Q3	$3.79M	Buy	66,810 +4,874	+8%	+$289K	0.2%	116
2020 Q2	$3.35M	Buy	61,936 +23,167	+60%	+$1.19M	0.22%	109
2020 Q1	$1.72M	Buy	+38,769	New	+$2.01M	0.15%	149

Other funds holding XLC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

B. Riley Wealth Advisors's XLC Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.9% in Q2 2026, buying an estimated $53.3K and bringing the position to 16,814 shares worth $1.81M. The position accounts for 0.1% of the portfolio, ranked #196.

B. Riley Wealth Advisors first reported a position in XLC in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.02M in Q4 2025. 389 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

B. Riley Wealth Advisors held 16,814 shares of State Street Communication Services Select Sector SPDR ETF worth $1.81M as of Q2 2026.
B. Riley Wealth Advisors bought 468 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $53.3K.
State Street Communication Services Select Sector SPDR ETF made up 0.1% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #196 holding.
B. Riley Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
B. Riley Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $6.02M in Q4 2025.
389 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.