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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wedmont Private Capital's XLB Position: Q2 2026 in Review

Wedmont Private Capital increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.05% in Q2 2026, buying an estimated $256 and bringing the position to 10,500 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #536.

Wedmont Private Capital first reported a position in XLB in Q1 2022 and has held it in 18 quarters since. The position peaked at $543K in Q1 2026. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Wedmont Private Capital held 10,500 shares of State Street Materials Select Sector SPDR ETF worth $534K as of Q2 2026.
Wedmont Private Capital bought 5 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $256.
State Street Materials Select Sector SPDR ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #536 holding.
Wedmont Private Capital first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Wedmont Private Capital's State Street Materials Select Sector SPDR ETF position peaked at $543K in Q1 2026.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.