CMH Wealth Management
XLC icon

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
Q3 		$14.1M Buy
127,343
+7,936
+7% +$883K 2.13% 14
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% -$100K 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

WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CMH Wealth Management's XLC Position: Q3 2026 in Review

CMH Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.6% in Q3 2026, buying an estimated $883K and bringing the position to 127,343 shares worth $14.1M. The position accounts for 2.13% of the portfolio, ranked #14.

CMH Wealth Management first reported a position in XLC in Q4 2022 and has held it in 16 quarters since. 432 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • CMH Wealth Management held 127,343 shares of State Street Communication Services Select Sector SPDR ETF worth $14.1M as of Q3 2026.
  • CMH Wealth Management bought 7,936 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $883K.
  • State Street Communication Services Select Sector SPDR ETF made up 2.13% of CMH Wealth Management's portfolio in Q3 2026, its #14 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 16 quarters since.
  • 432 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.