Berkeley Capital Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Berkeley Capital Partners’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	–	Sell	-12,174	Closed	-$1.43M	–	198
2025 Q4	$1.43M	Buy	+12,174	New	+$1.4M	0.34%	56
2025 Q1	–	Sell	-12,002	Closed	-$1.16M	–	178
2024 Q4	$1.16M	Buy	+12,002	New	+$1.14M	0.32%	63
2023 Q1	–	Sell	-5,206	Closed	-$250K	–	150
2022 Q4	$250K	Buy	+5,206	New	+$255K	0.1%	131
2021 Q3	–	Sell	-2,919	Closed	-$236K	–	143
2021 Q2	$236K	Buy	+2,919	New	+$227K	0.11%	124

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

Berkeley Capital Partners's XLC Position: Q1 2026 in Review

Berkeley Capital Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 12,174 shares — an estimated $1.43M sold.

Berkeley Capital Partners first reported a position in XLC in Q2 2021 and held it in 4 quarters. The position peaked at $1.43M in Q4 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Berkeley Capital Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Berkeley Capital Partners sold 12,174 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $1.43M.
Berkeley Capital Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and held it in 4 quarters.
Berkeley Capital Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $1.43M in Q4 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.