Richardson Financial Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Richardson Financial Services’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 Q3	$909K	Sell	8,187 -77	-0.9%	-$8.57K	0.52%	40
2026 Q2	$885K	Buy	8,264 +618	+8%	+$70.4K	0.5%	46
2026 Q1	$848K	Sell	7,646 -36	-0.5%	-$4.17K	0.53%	42
2025 Q4	$904K	Sell	7,682 -704	-8%	-$81K	0.29%	44
2025 Q3	$993K	Sell	8,386 -529	-6%	-$58.8K	0.62%	38
2025 Q2	$961K	Sell	8,915 -650	-7%	-$64K	0.65%	33
2025 Q1	$923K	Sell	9,565 -171	-2%	-$17.1K	0.7%	34
2024 Q4	$946K	Buy	+9,736	New	+$928K	0.66%	34
2024 Q2	–	Sell	-11,675	Closed	-$953K	–	628
2024 Q1	$953K	Sell	11,675 -929	-7%	-$72.4K	0.67%	40
2023 Q4	$916K	Buy	+12,604	New	+$867K	0.8%	30

Other funds holding XLC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Richardson Financial Services's XLC Position: Q3 2026 in Review

Richardson Financial Services reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.93% in Q3 2026, selling an estimated $8.57K and leaving 8,187 shares worth $909K. The position accounts for 0.52% of the portfolio, ranked #40.

Richardson Financial Services first reported a position in XLC in Q4 2023 and has held it in 10 quarters since. The position peaked at $993K in Q3 2025. 718 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Richardson Financial Services held 8,187 shares of State Street Communication Services Select Sector SPDR ETF worth $909K as of Q3 2026.
Richardson Financial Services sold 77 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $8.57K.
State Street Communication Services Select Sector SPDR ETF made up 0.52% of Richardson Financial Services's portfolio in Q3 2026, its #40 holding.
Richardson Financial Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's State Street Communication Services Select Sector SPDR ETF position peaked at $993K in Q3 2025.
718 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.