Richard Bernstein Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Richard Bernstein 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	$37.2M	Sell	335,477 -334,612	-50%	-$38.7M	1.08%	13
2025 Q4	$78.9M	Sell	670,089 -13,702	-2%	-$1.58M	2.32%	12
2025 Q3	$79.9M	Sell	683,791 -27,239	-4%	-$3.03M	2.28%	12
2025 Q2	$77.2M	Buy	711,030 +25,362	+4%	+$2.5M	1.9%	13
2025 Q1	$66.1M	Buy	+685,668	New	+$68.5M	1.6%	15
2024 Q1	–	Sell	-67	Closed	-$4.87K	–	236
2023 Q4	$4.87K	Buy	+67	New	+$4.61K	﹤0.01%	215
2021 Q3	–	Sell	-39	Closed	-$3K	–	315
2021 Q2	$3K	Buy	+39	New	+$3.04K	﹤0.01%	307
2020 Q4	–	Sell	-114	Closed	-$6K	–	292
2020 Q3	$6K	Buy	114 +57	+100%	+$3.38K	﹤0.01%	244
2020 Q2	$3K	Sell	57 -11	-16%	-$565	﹤0.01%	244
2020 Q1	$3K	Hold	68	–	–	﹤0.01%	198
2019 Q4	$3K	Buy	+68	New	+$3.5K	﹤0.01%	222

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

Richard Bernstein Advisors's XLC Position: Q1 2026 in Review

Richard Bernstein Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 50% in Q1 2026, selling an estimated $38.7M and leaving 335,477 shares worth $37.2M. The position accounts for 1.08% of the portfolio, ranked #13.

Richard Bernstein Advisors first reported a position in XLC in Q4 2019 and has held it in 11 quarters since. The position peaked at $79.9M in Q3 2025. 1,181 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Richard Bernstein Advisors held 335,477 shares of State Street Communication Services Select Sector SPDR ETF worth $37.2M as of Q1 2026.
Richard Bernstein Advisors sold 334,612 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $38.7M.
State Street Communication Services Select Sector SPDR ETF made up 1.08% of Richard Bernstein Advisors's portfolio in Q1 2026, its #13 holding.
Richard Bernstein Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
Richard Bernstein Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $79.9M in Q3 2025.
1,181 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.