Bedell Frazier Investment Counselling’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bedell Frazier Investment Counselling’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	$600K	Sell	5,415 -275	-5%	-$31.8K	0.12%	83
2025 Q4	$670K	Buy	+5,690	New	+$655K	0.13%	84
2022 Q1	–	Sell	-2,851	Closed	-$221K	–	102
2021 Q4	$221K	Sell	2,851 -1,120	-28%	-$88.5K	0.05%	95
2021 Q3	$318K	Buy	3,971 +174	+5%	+$14.4K	0.09%	77
2021 Q2	$307K	Buy	3,797 +580	+18%	+$45.2K	0.08%	80
2021 Q1	$236K	Buy	+3,217	New	+$229K	0.07%	82

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bedell Frazier Investment Counselling's XLC Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4.8% in Q1 2026, selling an estimated $31.8K and leaving 5,415 shares worth $600K. The position accounts for 0.12% of the portfolio, ranked #83.

Bedell Frazier Investment Counselling first reported a position in XLC in Q1 2021 and has held it in 6 quarters since. The position peaked at $670K in Q4 2025. 1,183 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Bedell Frazier Investment Counselling held 5,415 shares of State Street Communication Services Select Sector SPDR ETF worth $600K as of Q1 2026.
Bedell Frazier Investment Counselling sold 275 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $31.8K.
State Street Communication Services Select Sector SPDR ETF made up 0.12% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #83 holding.
Bedell Frazier Investment Counselling first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 6 quarters since.
Bedell Frazier Investment Counselling's State Street Communication Services Select Sector SPDR ETF position peaked at $670K in Q4 2025.
1,183 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.