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

Zuckerman 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	$2.42M	Buy	47,627 +1,017	+2%	+$52.2K	0.2%	55
2026 Q1	$2.33M	Sell	46,610 -116	-0.2%	-$5.82K	0.22%	55
2025 Q4	$2.12M	Sell	46,726 -1,318	-3%	-$58.3K	0.19%	56
2025 Q3	$2.15M	Buy	48,044 +84	+0.2%	+$3.8K	0.2%	57
2025 Q2	$2.11M	Buy	47,960 +3,360	+8%	+$142K	0.2%	55
2025 Q1	$1.92M	Sell	44,600 -536	-1%	-$23.4K	0.21%	60
2024 Q4	$2.01M	Buy	45,136 +730	+2%	+$33.8K	0.19%	61
2024 Q3	$2.14M	Sell	44,406 -1,194	-3%	-$54.5K	0.22%	56
2024 Q2	$2.01M	Buy	45,600 +520	+1%	+$23.5K	0.23%	54
2024 Q1	$2.09M	Buy	45,080 +1,214	+3%	+$52.2K	0.24%	52
2023 Q4	$1.88M	Buy	43,866 +6,260	+17%	+$250K	0.24%	53
2023 Q3	$1.48M	Buy	37,606 +1,126	+3%	+$46.2K	0.21%	53
2023 Q2	$1.51M	Buy	36,480 +1,234	+4%	+$49.1K	0.22%	51
2023 Q1	$1.42M	Buy	35,246 +1,844	+6%	+$74.7K	0.22%	51
2022 Q4	$1.3M	Buy	33,402 +5,618	+20%	+$216K	0.2%	57
2022 Q3	$945K	Buy	27,784 +4,798	+21%	+$180K	0.18%	57
2022 Q2	$846K	Buy	22,986 +1,562	+7%	+$65.4K	0.15%	59
2022 Q1	$944K	Buy	21,424 +1,982	+10%	+$84.5K	0.15%	60
2021 Q4	$881K	Buy	19,442 +3,600	+23%	+$155K	0.14%	65
2021 Q3	$627K	Buy	15,842 +1,220	+8%	+$50.7K	0.1%	71
2021 Q2	$602K	Buy	14,622 +1,400	+11%	+$59K	0.09%	71
2021 Q1	$521K	Buy	13,222 +6,878	+108%	+$260K	0.09%	73
2020 Q4	$230K	Buy	+6,344	New	+$217K	0.04%	81

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

Zuckerman Investment Group's XLB Position: Q2 2026 in Review

Zuckerman Investment Group increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 2.2% in Q2 2026, buying an estimated $52.2K and bringing the position to 47,627 shares worth $2.42M. The position accounts for 0.2% of the portfolio, ranked #55.

Zuckerman Investment Group first reported a position in XLB in Q4 2020 and has held it in 23 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Zuckerman Investment Group held 47,627 shares of State Street Materials Select Sector SPDR ETF worth $2.42M as of Q2 2026.
Zuckerman Investment Group bought 1,017 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $52.2K.
State Street Materials Select Sector SPDR ETF made up 0.2% of Zuckerman Investment Group's portfolio in Q2 2026, its #55 holding.
Zuckerman Investment Group first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.