Wedmont Private Capital’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Wedmont Private Capital’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$534K	Buy	10,500 +5	+0%	+$256	0.01%	536
2026 Q1	$543K	Buy	10,495 +880	+9%	+$44.1K	0.02%	468
2025 Q4	$449K	Sell	9,615 -65	-0.7%	-$2.87K	0.02%	521
2025 Q3	$433K	Buy	9,680 +6	+0.1%	+$271	0.02%	505
2025 Q2	$444K	Sell	9,674 -862	-8%	-$36.5K	0.02%	463
2025 Q1	$424K	Buy	10,536 +482	+5%	+$21.1K	0.02%	424
2024 Q4	$419K	Buy	10,054 +184	+2%	+$8.52K	0.02%	440
2024 Q3	$468K	Buy	9,870 +4	+0%	+$182	0.03%	373
2024 Q2	$446K	Buy	9,866 +8	+0.1%	+$362	0.03%	375
2024 Q1	$459K	Buy	9,858 +4	+0%	+$172	0.03%	339
2023 Q4	$417K	Buy	9,854 +562	+6%	+$22.5K	0.03%	351
2023 Q3	$363K	Buy	9,292 +6	+0.1%	+$246	0.04%	330
2023 Q2	$387K	Buy	9,286 +6	+0.1%	+$239	0.04%	317
2023 Q1	$371K	Buy	9,280 +6	+0.1%	+$243	0.05%	281
2022 Q4	$373K	Buy	9,274 +8	+0.1%	+$307	0.06%	283
2022 Q3	$315K	Buy	9,266 +990	+12%	+$37.2K	0.06%	236
2022 Q2	$305K	Hold	8,276	–	–	0.07%	231
2022 Q1	$369K	Buy	+8,276	New	+$353K	0.08%	191

Other funds holding XLB

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return