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 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

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

Richardson Financial Services's XLC Position: Q1 2026 in Review

Richardson Financial Services reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.47% in Q1 2026, selling an estimated $4.17K and leaving 7,646 shares worth $848K. The position accounts for 0.53% of the portfolio, ranked #42.

Richardson Financial Services first reported a position in XLC in Q4 2023 and has held it in 8 quarters since. The position peaked at $993K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Richardson Financial Services held 7,646 shares of State Street Communication Services Select Sector SPDR ETF worth $848K as of Q1 2026.
Richardson Financial Services sold 36 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $4.17K.
State Street Communication Services Select Sector SPDR ETF made up 0.53% of Richardson Financial Services's portfolio in Q1 2026, its #42 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 8 quarters since.
Richardson Financial Services's State Street Communication Services Select Sector SPDR ETF position peaked at $993K in Q3 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.