CDM Financial Counseling Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

CDM Financial Counseling 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 Q2	$3.61M	Sell	33,659 -2,335	-6%	-$266K	3.11%	7
2026 Q1	$3.99M	Buy	35,994 +296	+0.8%	+$34.3K	3.82%	5
2025 Q4	$4.2M	Buy	+35,698	New	+$4.11M	3.94%	6

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CDM Financial Counseling Services's XLC Position: Q2 2026 in Review

CDM Financial Counseling Services reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.5% in Q2 2026, selling an estimated $266K and leaving 33,659 shares worth $3.61M. The position accounts for 3.11% of the portfolio, ranked #7.

CDM Financial Counseling Services first reported a position in XLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.2M in Q4 2025. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

CDM Financial Counseling Services held 33,659 shares of State Street Communication Services Select Sector SPDR ETF worth $3.61M as of Q2 2026.
CDM Financial Counseling Services sold 2,335 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $266K.
State Street Communication Services Select Sector SPDR ETF made up 3.11% of CDM Financial Counseling Services's portfolio in Q2 2026, its #7 holding.
CDM Financial Counseling Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
CDM Financial Counseling Services's State Street Communication Services Select Sector SPDR ETF position peaked at $4.2M 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 CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.