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

Chesapeake 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	$3.23M	Buy	30,181 +769	+3%	+$87.6K	0.91%	29
2026 Q1	$3.26M	Sell	29,412 -776	-3%	-$89.8K	1%	27
2025 Q4	$3.55M	Buy	30,188 +1,506	+5%	+$173K	1.06%	25
2025 Q3	$3.4M	Buy	28,682 +1,098	+4%	+$122K	1.04%	28
2025 Q2	$2.99M	Buy	27,584 +1,771	+7%	+$174K	1%	30
2025 Q1	$2.49M	Sell	25,813 -1,210	-4%	-$121K	0.89%	36
2024 Q4	$2.62M	Sell	27,023 -1,030	-4%	-$98.2K	0.9%	32
2024 Q3	$2.54M	Sell	28,053 -1,713	-6%	-$148K	0.87%	39
2024 Q2	$2.55M	Buy	29,766 +129	+0.4%	+$10.6K	0.92%	34
2024 Q1	$2.42M	Sell	29,637 -1,034	-3%	-$80.5K	0.88%	39
2023 Q4	$2.23M	Sell	30,671 -530	-2%	-$36.5K	0.86%	40
2023 Q3	$2.05M	Sell	31,201 -90	-0.3%	-$6K	0.85%	39
2023 Q2	$2.04M	Buy	31,291 +28	+0.1%	+$1.71K	0.8%	40
2023 Q1	$1.81M	Sell	31,263 -1,801	-5%	-$97.8K	0.76%	39
2022 Q4	$1.59M	Buy	33,064 +820	+3%	+$40.2K	0.69%	47
2022 Q3	$1.54M	Sell	32,244 -5,488	-15%	-$302K	0.7%	42
2022 Q2	$2.05M	Buy	37,732 +7,393	+24%	+$445K	0.88%	31
2022 Q1	$2.09M	Buy	30,339 +2,495	+9%	+$176K	0.76%	32
2021 Q4	$2.16M	Buy	27,844 +1,153	+4%	+$91.2K	0.73%	33
2021 Q3	$2.14M	Sell	26,691 -1,030	-4%	-$85.3K	0.76%	28
2021 Q2	$2.24M	Sell	27,721 -109	-0.4%	-$8.49K	0.73%	31
2021 Q1	$2.04M	Buy	27,830 +2,630	+10%	+$187K	0.68%	34
2020 Q4	$1.7M	Sell	25,200 -323	-1%	-$20.6K	0.58%	41
2020 Q3	$1.52M	Buy	25,523 +124	+0.5%	+$7.34K	0.57%	48
2020 Q2	$1.37M	Sell	25,399 -2,534	-9%	-$130K	0.55%	48
2020 Q1	$1.24M	Sell	27,933 -1,455	-5%	-$75.3K	0.57%	44
2019 Q4	$1.58M	Buy	29,388 +368	+1%	+$19K	0.61%	42
2019 Q3	$1.44M	Buy	29,020 +3,761	+15%	+$188K	0.59%	42
2019 Q2	$1.24M	Buy	25,259 +2,485	+11%	+$121K	0.52%	49
2019 Q1	$1.06M	Buy	22,774 +7,225	+46%	+$329K	0.47%	62
2018 Q4	$642K	Buy	+15,549	New	+$697K	0.32%	83

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 22.96% 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

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

Chesapeake Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.6% in Q2 2026, buying an estimated $87.6K and bringing the position to 30,181 shares worth $3.23M. The position accounts for 0.91% of the portfolio, ranked #29.

Chesapeake Wealth Management first reported a position in XLC in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.55M in Q4 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Chesapeake Wealth Management held 30,181 shares of State Street Communication Services Select Sector SPDR ETF worth $3.23M as of Q2 2026.
Chesapeake Wealth Management bought 769 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $87.6K.
State Street Communication Services Select Sector SPDR ETF made up 0.91% of Chesapeake Wealth Management's portfolio in Q2 2026, its #29 holding.
Chesapeake Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Chesapeake Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $3.55M in Q4 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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