SEC 13F Intelligence

Dynamic Wealth Strategies, LLC / XLC

Dynamic Wealth Strategies, LLC’s Select Sector Spdr Tr Position

Does Dynamic Wealth Strategies, LLC own Select Sector Spdr Tr (XLC)? Yes — 23.1K shares worth $3M (+1.48% of its 13F portfolio) as of Q1 2026, up from 18.6K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
23.1K
% of Portfolio
+1.48%
Quarters Held
10
currently held

Position History XLC

Reported value by quarter
Q4 ’23: $490,237Q4 ’23Q1 ’24: $550Q2 ’24: $568Q2 ’24Q3 ’24: $597Q4 ’24: $658,792Q4 ’24Q1 ’25: $658,850Q2 ’25: $884,194Q2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.1K$3M+1.48%
Q4 202518.6K$2M+1.30%
Q3 202517.1K$2M+1.35%
Q2 20258.1K$884,194+0.64%
Q1 20256.8K$658,850+0.55%
Q4 20246.8K$658,792+0.59%
Q3 20246.6K$597+0.49%
Q2 20246.6K$568+0.49%
Q1 20246.7K$550+0.47%
Q4 20236.7K$490,237+0.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dynamic Wealth Strategies, LLC’s full portfolio or all institutional holders of XLC.