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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
Q3 		$1.41M Buy
21,586
+3,256
+18% +$197K 0.03% 290
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

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

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

Wedmont Private Capital increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q3 2026, buying an estimated $197K and bringing the position to 21,586 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #290.

Wedmont Private Capital first reported a position in XLE in Q2 2022 and has held it in 18 quarters since. 124 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Wedmont Private Capital held 21,586 shares of State Street Energy Select Sector SPDR ETF worth $1.41M as of Q3 2026.
  • Wedmont Private Capital bought 3,256 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $197K.
  • State Street Energy Select Sector SPDR ETF made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #290 holding.
  • Wedmont Private Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 18 quarters since.
  • 124 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

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