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Wedmont Private Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Wedmont Private Capital’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Buy
18,330
+325
+2% +$18.6K 0.03% 350
2026
Q1 		$1.05M Buy
18,005
+16
+0.1% +$858 0.03% 303
2025
Q4 		$812K Buy
17,989
+55
+0.3% +$2.45K 0.03% 343
2025
Q3 		$802K Sell
17,934
-622
-3% -$27.2K 0.03% 325
2025
Q2 		$817K Sell
18,556
-1,052
-5% -$43.8K 0.03% 304
2025
Q1 		$773K Sell
19,608
-208
-1% -$9.38K 0.04% 267
2024
Q4 		$876K Buy
19,816
+148
+0.8% +$6.73K 0.05% 250
2024
Q3 		$920K Buy
19,668
+1,220
+7% +$54.5K 0.05% 221
2024
Q2 		$835K Buy
18,448
+18
+0.1% +$838 0.05% 228
2024
Q1 		$898K Buy
18,430
+64
+0.3% +$2.75K 0.07% 199
2023
Q4 		$769K Buy
18,366
+1,548
+9% +$66.2K 0.06% 212
2023
Q3 		$745K Buy
16,818
+2,158
+15% +$94.4K 0.08% 176
2023
Q2 		$597K Buy
14,660
+6,096
+71% +$248K 0.06% 211
2023
Q1 		$367K Buy
8,564
+28
+0.3% +$1.2K 0.05% 285
2022
Q4 		$374K Buy
8,536
+1,230
+17% +$53.5K 0.06% 281
2022
Q3 		$263K Buy
7,306
+758
+12% +$28.7K 0.05% 284
2022
Q2 		$234K Buy
+6,548
New +$263K 0.05% 291

Other funds holding XLE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Wedmont Private Capital increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.8% in Q2 2026, buying an estimated $18.6K and bringing the position to 18,330 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #350.

Wedmont Private Capital first reported a position in XLE in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q1 2026. 700 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Wedmont Private Capital held 18,330 shares of State Street Energy Select Sector SPDR ETF worth $1.01M as of Q2 2026.
  • Wedmont Private Capital bought 325 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $18.6K.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #350 holding.
  • Wedmont Private Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
  • Wedmont Private Capital's State Street Energy Select Sector SPDR ETF position peaked at $1.05M in Q1 2026.
  • 700 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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