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

Dynamic Wealth Strategies’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	$2.63M	Buy	23,689 +403	+2%	+$44.8K	1.4%	20
2026 Q2	$2.49M	Buy	23,286 +194	+0.8%	+$22.1K	1.33%	20
2026 Q1	$2.56M	Buy	23,092 +4,516	+24%	+$523K	1.48%	17
2025 Q4	$2.19M	Buy	18,576 +1,516	+9%	+$174K	1.3%	19
2025 Q3	$2.02M	Buy	17,060 +8,913	+109%	+$991K	1.35%	20
2025 Q2	$884K	Buy	8,147 +1,316	+19%	+$130K	0.64%	28
2025 Q1	$659K	Buy	6,831 +26	+0.4%	+$2.6K	0.55%	30
2024 Q4	$659K	Buy	6,805 +199	+3%	+$19K	0.59%	29
2024 Q3	$597K	Sell	6,606 -22	-0.3%	-$1.9K	0.49%	31
2024 Q2	$568K	Sell	6,628 -111	-2%	-$9.15K	0.49%	31
2024 Q1	$550K	Sell	6,739 -8	-0.1%	-$623	0.47%	31
2023 Q4	$490K	Buy	+6,747	New	+$464K	0.45%	31

Other funds holding XLC

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Dynamic Wealth Strategies's XLC Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.7% in Q3 2026, buying an estimated $44.8K and bringing the position to 23,689 shares worth $2.63M. The position accounts for 1.4% of the portfolio, ranked #20.

Dynamic Wealth Strategies first reported a position in XLC in Q4 2023 and has held it in 12 quarters since. 337 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Dynamic Wealth Strategies held 23,689 shares of State Street Communication Services Select Sector SPDR ETF worth $2.63M as of Q3 2026.
Dynamic Wealth Strategies bought 403 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $44.8K.
State Street Communication Services Select Sector SPDR ETF made up 1.4% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #20 holding.
Dynamic Wealth Strategies first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
337 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.