Zuckerman Investment 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 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