Wedmont Private Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$438K	Buy	9,635 +9	+0.1%	+$408	0.01%	597
2026 Q1	$450K	Buy	9,626 +11	+0.1%	+$494	0.01%	532
2025 Q4	$403K	Buy	9,615 +75	+0.8%	+$3.32K	0.01%	550
2025 Q3	$430K	Buy	9,540 +4,010	+73%	+$170K	0.02%	508
2025 Q2	$226K	Buy	5,530 +10	+0.2%	+$398	0.01%	682
2025 Q1	$211K	Buy	+5,520	New	+$216K	0.01%	639

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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

Wedmont Private Capital increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.09% in Q2 2026, buying an estimated $408 and bringing the position to 9,635 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #597.

Wedmont Private Capital first reported a position in XLU in Q1 2025 and has held it in 6 quarters since. The position peaked at $450K in Q1 2026. 616 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Wedmont Private Capital held 9,635 shares of State Street Utilities Select Sector SPDR ETF worth $438K as of Q2 2026.
Wedmont Private Capital bought 9 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $408.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #597 holding.
Wedmont Private Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Wedmont Private Capital's State Street Utilities Select Sector SPDR ETF position peaked at $450K in Q1 2026.
616 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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