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 Q3	$1.79M	Buy	32,938 +3,575	+12%	+$203K	0.04%	234
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AIC

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AAG

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

GGS

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

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

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

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

Wedmont Private Capital increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q3 2026, buying an estimated $203K and bringing the position to 32,938 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #234.

Wedmont Private Capital first reported a position in XLF in Q4 2021 and has held it in 20 quarters since. 95 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Wedmont Private Capital held 32,938 shares of State Street Financial Select Sector SPDR ETF worth $1.79M as of Q3 2026.
Wedmont Private Capital bought 3,575 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $203K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #234 holding.
Wedmont Private Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 20 quarters since.
95 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

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