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 Q3	$636K	Buy	12,907 +2,407	+23%	+$124K	0.02%	520
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

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

GGS

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

Wedmont Private Capital's XLB Position: Q3 2026 in Review

Wedmont Private Capital increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 23% in Q3 2026, buying an estimated $124K and bringing the position to 12,907 shares worth $636K. The position accounts for 0.02% of the portfolio, ranked #520.

Wedmont Private Capital first reported a position in XLB in Q1 2022 and has held it in 19 quarters since. 95 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

Wedmont Private Capital held 12,907 shares of State Street Materials Select Sector SPDR ETF worth $636K as of Q3 2026.
Wedmont Private Capital bought 2,407 State Street Materials Select Sector SPDR ETF shares in Q3 2026, an estimated $124K.
State Street Materials Select Sector SPDR ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #520 holding.
Wedmont Private Capital first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2022 and has held it in 19 quarters since.
95 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.