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Wedmont Private Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wedmont Private Capital’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64M Sell
29,363
-79
-0.3% -$4.11K 0.04% 231
2026
Q1 		$1.51M Sell
29,442
-858
-3% -$44.7K 0.05% 218
2025
Q4 		$1.69M Buy
30,300
+240
+0.8% +$12.8K 0.06% 186
2025
Q3 		$1.62M Buy
30,060
+526
+2% +$27.9K 0.06% 192
2025
Q2 		$1.55M Buy
29,534
+182
+0.6% +$9.01K 0.07% 191
2025
Q1 		$1.37M Buy
29,352
+23
+0.1% +$1.15K 0.07% 174
2024
Q4 		$1.39M Buy
29,329
+3,360
+13% +$162K 0.07% 164
2024
Q3 		$1.17M Buy
25,969
+22
+0.1% +$960 0.07% 179
2024
Q2 		$1.1M Buy
25,947
+24
+0.1% +$988 0.07% 181
2024
Q1 		$1.08M Buy
25,923
+23
+0.1% +$908 0.08% 171
2023
Q4 		$984K Sell
25,900
-2,971
-10% -$103K 0.08% 167
2023
Q3 		$954K Sell
28,871
-2,322
-7% -$80K 0.1% 135
2023
Q2 		$1.07M Buy
31,193
+11,818
+61% +$386K 0.12% 120
2023
Q1 		$621K Buy
19,375
+30
+0.2% +$1.04K 0.08% 185
2022
Q4 		$684K Buy
19,345
+144
+0.7% +$4.87K 0.1% 152
2022
Q3 		$583K Buy
19,201
+1,200
+7% +$39.7K 0.12% 141
2022
Q2 		$566K Buy
18,001
+1
+0% +$35 0.12% 123
2022
Q1 		$685K Buy
18,000
+8,676
+93% +$339K 0.15% 110
2021
Q4 		$385K Buy
+9,324
New +$366K 0.12% 141

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Wedmont Private Capital reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.27% in Q2 2026, selling an estimated $4.11K and leaving 29,363 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #231.

Wedmont Private Capital first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q4 2025. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Wedmont Private Capital held 29,363 shares of State Street Financial Select Sector SPDR ETF worth $1.64M as of Q2 2026.
  • Wedmont Private Capital sold 79 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.11K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Wedmont Private Capital's portfolio in Q2 2026, its #231 holding.
  • Wedmont Private Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's State Street Financial Select Sector SPDR ETF position peaked at $1.69M in Q4 2025.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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