Measured Wealth Private Client Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$607K Sell
11,943
-55,421
-82% -$2.84M 0.15% 102
2026
Q1
$3.37M Buy
67,364
+9,937
+17% +$498K 0.92% 22
2025
Q4
$2.6M Sell
57,427
-34,047
-37% -$1.5M 0.69% 27
2025
Q3
$4.1M Buy
91,474
+3,256
+4% +$147K 1.1% 18
2025
Q2
$3.87M Buy
88,218
+2,506
+3% +$106K 1.16% 19
2025
Q1
$3.68M Buy
85,712
+39,812
+87% +$1.74M 1.18% 18
2024
Q4
$1.93M Buy
45,900
+2,278
+5% +$105K 0.62% 24
2024
Q3
$2.1M Sell
43,622
-15,128
-26% -$690K 0.7% 23
2024
Q2
$2.59M Buy
58,750
+9,082
+18% +$410K 0.91% 20
2024
Q1
$2.31M Buy
+49,668
New +$2.14M 0.81% 21

Other funds holding XLB

Measured Wealth Private Client Group's XLB Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 82% in Q2 2026, selling an estimated $2.84M and leaving 11,943 shares worth $607K. The position accounts for 0.15% of the portfolio, ranked #102.

Measured Wealth Private Client Group first reported a position in XLB in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.1M in Q3 2025. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • Measured Wealth Private Client Group held 11,943 shares of State Street Materials Select Sector SPDR ETF worth $607K as of Q2 2026.
  • Measured Wealth Private Client Group sold 55,421 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $2.84M.
  • State Street Materials Select Sector SPDR ETF made up 0.15% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #102 holding.
  • Measured Wealth Private Client Group first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Measured Wealth Private Client Group's State Street Materials Select Sector SPDR ETF position peaked at $4.1M in Q3 2025.
  • 926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.