Chicago Partners Investment Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Chicago Partners Investment Group’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$281K	Buy	5,580 +1	+0%	+$51	0.01%	1278
2026 Q1	$289K	Buy	5,579 +654	+13%	+$32.8K	0.01%	1163
2025 Q4	$246K	Buy	4,925 +401	+9%	+$17.7K	0.01%	1142
2025 Q3	$202K	Buy	+4,524	New	+$205K	0.01%	1158
2024 Q4	–	Sell	-4,552	Closed	-$218K	–	877
2024 Q3	$218K	Buy	4,552 +110	+2%	+$5.02K	0.01%	728
2024 Q2	$203K	Buy	+4,442	New	+$201K	0.01%	713
2016 Q1	–	Sell	-7,832	Closed	-$170K	–	487
2015 Q4	$170K	Buy	+7,832	New	+$174K	0.08%	175

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chicago Partners Investment Group's XLB Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.02% in Q2 2026, buying an estimated $51 and bringing the position to 5,580 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #1278.

Chicago Partners Investment Group first reported a position in XLB in Q4 2015 and has held it in 7 quarters since. The position peaked at $289K in Q1 2026. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Chicago Partners Investment Group held 5,580 shares of State Street Materials Select Sector SPDR ETF worth $281K as of Q2 2026.
Chicago Partners Investment Group bought 1 State Street Materials Select Sector SPDR ETF share in Q2 2026, an estimated $51.
State Street Materials Select Sector SPDR ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1278 holding.
Chicago Partners Investment Group first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2015 and has held it in 7 quarters since.
Chicago Partners Investment Group's State Street Materials Select Sector SPDR ETF position peaked at $289K in Q1 2026.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.