Roberts Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Roberts Wealth 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	$1.6M	Buy	14,416 +434	+3%	+$50.2K	0.41%	61
2025 Q4	$1.65M	Sell	13,982 -2,340	-14%	-$269K	0.43%	59
2025 Q3	$1.93M	Sell	16,322 -542	-3%	-$60.2K	0.51%	59
2025 Q2	$1.83M	Sell	16,864 -681	-4%	-$67.1K	0.53%	57
2025 Q1	$1.69M	Sell	17,545 -335	-2%	-$33.5K	0.52%	57
2024 Q4	$1.74M	Sell	17,880 -2,105	-11%	-$201K	0.53%	54
2024 Q3	$1.81M	Sell	19,985 -434	-2%	-$37.4K	0.58%	51
2024 Q2	$1.78M	Sell	20,419 -1,236	-6%	-$102K	0.61%	50
2024 Q1	$1.74M	Sell	21,655 -4,174	-16%	-$325K	0.65%	48
2023 Q4	$5.69M	Sell	25,829 -1,489	-5%	-$102K	0.89%	36
2023 Q3	$1.86M	Sell	27,318 -508	-2%	-$33.9K	0.82%	39
2023 Q2	$1.81M	Sell	27,826 -7,283	-21%	-$444K	0.8%	43
2023 Q1	$2.05M	Buy	35,109 +237	+0.7%	+$12.9K	0.94%	40
2022 Q4	$1.7M	Buy	34,872 +18,227	+110%	+$893K	0.82%	46
2022 Q3	$834K	Buy	16,645 +569	+4%	+$31.3K	0.41%	59
2022 Q2	$912K	Buy	16,076 +543	+3%	+$32.7K	0.4%	61
2022 Q1	$1.08M	Sell	15,533 -63	-0.4%	-$4.44K	0.42%	64
2021 Q4	$1.22M	Buy	15,596 +339	+2%	+$26.8K	0.44%	63
2021 Q3	$1.22M	Buy	+15,257	New	+$1.26M	0.48%	58

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

Roberts Wealth Advisors's XLC Position: Q1 2026 in Review

Roberts Wealth Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.1% in Q1 2026, buying an estimated $50.2K and bringing the position to 14,416 shares worth $1.6M. The position accounts for 0.41% of the portfolio, ranked #61.

Roberts Wealth Advisors first reported a position in XLC in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.69M in Q4 2023. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Roberts Wealth Advisors held 14,416 shares of State Street Communication Services Select Sector SPDR ETF worth $1.6M as of Q1 2026.
Roberts Wealth Advisors bought 434 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $50.2K.
State Street Communication Services Select Sector SPDR ETF made up 0.41% of Roberts Wealth Advisors's portfolio in Q1 2026, its #61 holding.
Roberts Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Roberts Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $5.69M in Q4 2023.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.