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

CMH 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 		$12.8M Buy
119,407
+2,734
+2% +$312K 1.95% 15
2026
Q1 		$12.9M Buy
116,673
+25,354
+28% +$2.94M 2.22% 13
2025
Q4 		$10.8M Sell
91,319
-868
-0.9% -$99.9K 2.3% 13
2025
Q3 		$10.9M Sell
92,187
-2,681
-3% -$298K 2.33% 15
2025
Q2 		$10.3M Buy
94,868
+187
+0.2% +$18.4K 2.4% 11
2025
Q1 		$9.13M Sell
94,681
-2,161
-2% -$216K 2.29% 15
2024
Q4 		$9.38M Sell
96,842
-739
-0.8% -$70.5K 2.15% 16
2024
Q3 		$8.82M Sell
97,581
-1,571
-2% -$135K 2.08% 17
2024
Q2 		$8.49M Sell
99,152
-110
-0.1% -$9.06K 2.09% 17
2024
Q1 		$8.11M Sell
99,262
-6,119
-6% -$477K 2.06% 19
2023
Q4 		$7.66M Sell
105,381
-5,012
-5% -$345K 1.86% 22
2023
Q3 		$7.24M Buy
110,393
+1,808
+2% +$121K 2.02% 21
2023
Q2 		$7.07M Buy
108,585
+16,858
+18% +$1.03M 1.9% 21
2023
Q1 		$5.32M Sell
91,727
-90,690
-50% -$4.93M 1.54% 26
2022
Q4 		$8.75M Buy
+182,417
New +$8.93M 2.81% 12

Other funds holding XLC

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

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

CMH Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.3% in Q2 2026, buying an estimated $312K and bringing the position to 119,407 shares worth $12.8M. The position accounts for 1.95% of the portfolio, ranked #15.

CMH Wealth Management first reported a position in XLC in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.9M in Q1 2026. 189 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • CMH Wealth Management held 119,407 shares of State Street Communication Services Select Sector SPDR ETF worth $12.8M as of Q2 2026.
  • CMH Wealth Management bought 2,734 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $312K.
  • State Street Communication Services Select Sector SPDR ETF made up 1.95% of CMH Wealth Management's portfolio in Q2 2026, its #15 holding.
  • CMH Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • CMH Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $12.9M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.