Robertson Stephens Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Robertson Stephens Wealth Management’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 Q2	$9.21M	Sell	85,996 -865	-1%	-$98.6K	0.23%	81
2026 Q1	$9.63M	Sell	86,861 -97,191	-53%	-$11.3M	0.27%	70
2025 Q4	$21.7M	Buy	184,052 +12,804	+7%	+$1.47M	0.56%	32
2025 Q3	$20.3M	Sell	171,248 -25,584	-13%	-$2.84M	0.61%	32
2025 Q2	$21.4M	Sell	196,832 -10,575	-5%	-$1.04M	0.68%	31
2025 Q1	$20M	Sell	207,407 -46,755	-18%	-$4.67M	0.69%	28
2024 Q4	$24.6M	Buy	254,162 +131,587	+107%	+$12.5M	0.87%	23
2024 Q3	$11.1M	Sell	122,575 -38,340	-24%	-$3.31M	0.4%	52
2024 Q2	$13.8M	Buy	160,915 +65,742	+69%	+$5.42M	0.69%	29
2024 Q1	$7.77M	Buy	95,173 +9,687	+11%	+$754K	0.41%	44
2023 Q4	$6.21M	Buy	85,486 +375	+0.4%	+$25.8K	0.38%	50
2023 Q3	$5.58M	Buy	85,111 +1,425	+2%	+$95K	0.38%	57
2023 Q2	$5.45M	Sell	83,686 -466	-0.6%	-$28.4K	0.39%	60
2023 Q1	$4.88M	Buy	84,152 +25,685	+44%	+$1.4M	0.38%	55
2022 Q4	$2.81M	Buy	58,467 +639	+1%	+$31.3K	0.27%	85
2022 Q3	$2.77M	Sell	57,828 -14,276	-20%	-$785K	0.29%	73
2022 Q2	$3.91M	Sell	72,104 -1,971	-3%	-$119K	0.37%	55
2022 Q1	$5.09M	Sell	74,075 -8,179	-10%	-$576K	0.43%	42
2021 Q4	$6.39M	Buy	82,254 +288	+0.4%	+$22.8K	0.54%	39
2021 Q3	$6.57M	Buy	81,966 +3,632	+5%	+$301K	0.74%	31
2021 Q2	$6.34M	Sell	78,334 -1,136	-1%	-$88.5K	0.76%	27
2021 Q1	$5.83M	Buy	79,470 +11,968	+18%	+$851K	0.93%	25
2020 Q4	$4.55M	Buy	67,502 +1,422	+2%	+$90.5K	0.95%	25
2020 Q3	$3.92M	Buy	66,080 +9,396	+17%	+$556K	0.96%	21
2020 Q2	$3.06M	Sell	56,684 -16,621	-23%	-$853K	0.88%	28
2020 Q1	$3.24M	Buy	73,305 +54,727	+295%	+$2.83M	1.11%	23
2019 Q4	$996K	Sell	18,578 -1,251	-6%	-$64.4K	0.5%	40
2019 Q3	$982K	Buy	19,829 +11,873	+149%	+$594K	0.5%	46
2019 Q2	$392K	Buy	+7,956	New	+$387K	0.38%	48

Other funds holding XLC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Robertson Stephens Wealth Management's XLC Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1% in Q2 2026, selling an estimated $98.6K and leaving 85,996 shares worth $9.21M. The position accounts for 0.23% of the portfolio, ranked #81.

Robertson Stephens Wealth Management first reported a position in XLC in Q2 2019 and has held it in 29 quarters since. The position peaked at $24.6M in Q4 2024. 499 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Robertson Stephens Wealth Management held 85,996 shares of State Street Communication Services Select Sector SPDR ETF worth $9.21M as of Q2 2026.
Robertson Stephens Wealth Management sold 865 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $98.6K.
State Street Communication Services Select Sector SPDR ETF made up 0.23% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #81 holding.
Robertson Stephens Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and has held it in 29 quarters since.
Robertson Stephens Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $24.6M in Q4 2024.
499 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.