Beacon Pointe Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Beacon Pointe 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 Q1	$2.38M	Buy	21,438 +4,022	+23%	+$466K	0.01%	677
2025 Q4	$2.05M	Sell	17,416 -290	-2%	-$33.4K	0.01%	600
2025 Q3	$2.1M	Sell	17,706 -5,241	-23%	-$583K	0.02%	537
2025 Q2	$2.49M	Buy	22,947 +4,707	+26%	+$464K	0.03%	441
2025 Q1	$1.76M	Sell	18,240 -6,748	-27%	-$674K	0.02%	488
2024 Q4	$2.42M	Buy	24,988 +626	+3%	+$59.7K	0.03%	421
2024 Q3	$2.2M	Sell	24,362 -6,013	-20%	-$518K	0.03%	449
2024 Q2	$2.6M	Sell	30,375 -5,160	-15%	-$425K	0.03%	428
2024 Q1	$2.9M	Sell	35,535 -14,730	-29%	-$1.15M	0.03%	413
2023 Q4	$3.65M	Buy	50,265 +1,830	+4%	+$126K	0.04%	352
2023 Q3	$3.18M	Buy	48,435 +19,614	+68%	+$1.31M	0.04%	361
2023 Q2	$1.88M	Buy	+28,821	New	+$1.76M	0.03%	389
2022 Q2	–	Sell	-6,447	Closed	-$443K	–	1233
2022 Q1	$443K	Buy	6,447 +1,184	+22%	+$83.4K	0.01%	836
2021 Q4	$409K	Buy	5,263 +666	+14%	+$52.7K	0.01%	624
2021 Q3	$368K	Buy	4,597 +241	+6%	+$19.9K	0.01%	630
2021 Q2	$353K	Buy	4,356 +1,506	+53%	+$117K	0.01%	612
2021 Q1	$208K	Sell	2,850 -495	-15%	-$35.2K	0.01%	499
2020 Q4	$227K	Buy	+3,345	New	+$213K	0.02%	438
2020 Q3	–	Sell	-8,248	Closed	-$446K	–	438
2020 Q2	$446K	Buy	+8,248	New	+$423K	0.04%	251

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Beacon Pointe Advisors's XLC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 23% in Q1 2026, buying an estimated $466K and bringing the position to 21,438 shares worth $2.38M. The position accounts for 0.01% of the portfolio, ranked #677.

Beacon Pointe Advisors first reported a position in XLC in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.65M in Q4 2023. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Beacon Pointe Advisors held 21,438 shares of State Street Communication Services Select Sector SPDR ETF worth $2.38M as of Q1 2026.
Beacon Pointe Advisors bought 4,022 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $466K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #677 holding.
Beacon Pointe Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 19 quarters since.
Beacon Pointe Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $3.65M in Q4 2023.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.