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 Q3	$278K	Sell	6,759 -2,876	-30%	-$125K	0.01%	807
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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 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

AAG

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

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

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

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

TFA

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

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

Wedmont Private Capital reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 30% in Q3 2026, selling an estimated $125K and leaving 6,759 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #807.

Wedmont Private Capital first reported a position in XLU in Q1 2025 and has held it in 7 quarters since. The position peaked at $450K in Q1 2026. 62 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Wedmont Private Capital held 6,759 shares of State Street Utilities Select Sector SPDR ETF worth $278K as of Q3 2026.
Wedmont Private Capital sold 2,876 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $125K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #807 holding.
Wedmont Private Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 7 quarters since.
Wedmont Private Capital's State Street Utilities Select Sector SPDR ETF position peaked at $450K in Q1 2026.
62 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

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