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

Cooksen Wealth’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	$4.89M	Buy	45,674 +3,647	+9%	+$416K	3.08%	10
2026 Q1	$4.66M	Buy	42,027 +2,023	+5%	+$234K	3.38%	9
2025 Q4	$4.71M	Buy	40,004 +654	+2%	+$75.3K	3.44%	9
2025 Q3	$4.66M	Buy	39,350 +973	+3%	+$108K	3.48%	8
2025 Q2	$4.17M	Buy	38,377 +5,050	+15%	+$497K	3.35%	9
2025 Q1	$2.72M	Sell	33,327 -4,144	-11%	-$414K	2.76%	12
2024 Q4	$3.63M	Buy	37,471 +691	+2%	+$65.9K	3.34%	8
2024 Q3	$3.32M	Buy	36,780 +1,722	+5%	+$148K	3.11%	9
2024 Q2	$3M	Buy	35,058 +1,731	+5%	+$143K	3.03%	9
2024 Q1	$2.72M	Buy	33,327 +1,734	+5%	+$135K	2.83%	12
2023 Q4	$2.3M	Buy	+31,593	New	+$2.17M	2.61%	15

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

Cooksen Wealth's XLC Position: Q2 2026 in Review

Cooksen Wealth increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 8.7% in Q2 2026, buying an estimated $416K and bringing the position to 45,674 shares worth $4.89M. The position accounts for 3.08% of the portfolio, ranked #10.

Cooksen Wealth first reported a position in XLC in Q4 2023 and has held it in 11 quarters since. 1,159 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Cooksen Wealth held 45,674 shares of State Street Communication Services Select Sector SPDR ETF worth $4.89M as of Q2 2026.
Cooksen Wealth bought 3,647 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $416K.
State Street Communication Services Select Sector SPDR ETF made up 3.08% of Cooksen Wealth's portfolio in Q2 2026, its #10 holding.
Cooksen Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,159 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Cooksen Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.