Wedmont Private Capital’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Wedmont Private Capital’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.25M	Buy	14,927 +604	+4%	+$51K	0.03%	327
2026 Q2	$1.2M	Sell	14,323 -17	-0.1%	-$1.42K	0.03%	302
2026 Q1	$1.19M	Sell	14,340 -842	-6%	-$70.9K	0.04%	273
2025 Q4	$1.16M	Buy	15,182 +311	+2%	+$24.3K	0.04%	252
2025 Q3	$1.16M	Buy	14,871 +728	+5%	+$58.8K	0.04%	241
2025 Q2	$1.14M	Sell	14,143 -630	-4%	-$51.1K	0.05%	235
2025 Q1	$1.19M	Sell	14,773 -102	-0.7%	-$8.14K	0.06%	201
2024 Q4	$1.14M	Buy	14,875 +1,113	+8%	+$90.4K	0.06%	195
2024 Q3	$1.11M	Buy	13,762 +9	+0.1%	+$723	0.06%	191
2024 Q2	$1.07M	Buy	13,753 +12	+0.1%	+$915	0.07%	186
2024 Q1	$1.02M	Buy	13,741 +12	+0.1%	+$887	0.07%	175
2023 Q4	$996K	Buy	13,729 +618	+5%	+$42.8K	0.08%	163
2023 Q3	$875K	Buy	13,111 +11	+0.1%	+$805	0.09%	147
2023 Q2	$973K	Buy	13,100 +12	+0.1%	+$901	0.1%	132
2023 Q1	$986K	Sell	13,088 -183	-1%	-$13.4K	0.13%	111
2022 Q4	$1.01M	Buy	13,271 +254	+2%	+$18.5K	0.15%	102
2022 Q3	$869K	Buy	13,017 +889	+7%	+$65.1K	0.17%	93
2022 Q2	$875K	Sell	12,128 -38	-0.3%	-$2.85K	0.19%	79
2022 Q1	$930K	Buy	12,166 +5,756	+90%	+$434K	0.21%	79
2021 Q4	$493K	Buy	+6,410	New	+$465K	0.15%	110

Other funds holding XLP

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 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

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AIC

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

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

TFA

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

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

Wedmont Private Capital increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.2% in Q3 2026, buying an estimated $51K and bringing the position to 14,927 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #327.

Wedmont Private Capital first reported a position in XLP in Q4 2021 and has held it in 20 quarters since. 57 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Wedmont Private Capital held 14,927 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.25M as of Q3 2026.
Wedmont Private Capital bought 604 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $51K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #327 holding.
Wedmont Private Capital first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 20 quarters since.
57 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

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