Roberts Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History
Bought
Maintained
Sold
Other funds holding XLC
Roberts Wealth Advisors's XLC Position: Q3 2026 in Review
Roberts Wealth Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 11% in Q3 2026, buying an estimated $188K and bringing the position to 16,996 shares worth $1.89M. The position accounts for 0.42% of the portfolio, ranked #59.
Roberts Wealth Advisors first reported a position in XLC in Q3 2021 and has held it in 21 quarters since. The position peaked at $5.69M in Q4 2023. 671 funds tracked by Wall St. Rank hold XLC as of Q3 2026.
- Roberts Wealth Advisors held 16,996 shares of State Street Communication Services Select Sector SPDR ETF worth $1.89M as of Q3 2026.
- Roberts Wealth Advisors bought 1,690 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $188K.
- State Street Communication Services Select Sector SPDR ETF made up 0.42% of Roberts Wealth Advisors's portfolio in Q3 2026, its #59 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 21 quarters since.
- Roberts Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $5.69M in Q4 2023.
- 671 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.
Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.