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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.13M Sell
19,424
-1,061
-5% -$121K 0.92% 17
2026
Q1
$2.28M Sell
20,485
-1,793
-8% -$208K 1.14% 13
2025
Q4
$2.62M Buy
22,278
+1,617
+8% +$186K 1.28% 11
2025
Q3
$2.41M Sell
20,661
-10
-0% -$1.11K 1.2% 12
2025
Q2
$2.23M Buy
20,671
+163
+0.8% +$16.1K 1.18% 14
2025
Q1
$1.98M Buy
20,508
+5,122
+33% +$512K 1.11% 14
2024
Q4
$1.49M Buy
15,386
+4,987
+48% +$475K 0.87% 18
2024
Q3
$941K Buy
10,399
+853
+9% +$73.5K 0.57% 37
2024
Q2
$814K Buy
9,546
+762
+9% +$62.8K 0.53% 43
2024
Q1
$723K Buy
+8,784
New +$684K 0.48% 52

Other funds holding XLC

Bullock Wealth Management's XLC Position: Q2 2026 in Review

Bullock Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 5.2% in Q2 2026, selling an estimated $121K and leaving 19,424 shares worth $2.13M. The position accounts for 0.92% of the portfolio, ranked #17.

Bullock Wealth Management first reported a position in XLC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.62M in Q4 2025. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Bullock Wealth Management held 19,424 shares of State Street Communication Services Select Sector SPDR ETF worth $2.13M as of Q2 2026.
  • Bullock Wealth Management sold 1,061 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $121K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.92% of Bullock Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Bullock Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $2.62M in Q4 2025.
  • 1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.