Zuckerman Investment Group, LLC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1423296 CHICAGO, IL

Position in XLB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,420,880

+$91,779 QoQ

Shares Held

47,627

+2.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#98

of 293 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,420,880	47,627	+2.2%	Shares	Sole	2026-08-14
2026-03-31	$2,329,101	46,610	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$2,119,024	46,726	+94.5%	Shares	Sole	2026-02-13
2025-09-30	$2,152,851	24,022	+0.2%	Shares	Sole	2025-11-13
2025-06-30	$2,105,683	23,980	+7.5%	Shares	Sole	2025-08-15
2025-03-31	$1,917,354	22,300	-1.2%	Shares	Sole	2025-05-14
2024-12-31	$1,898,871	22,568	+1.6%	Shares	Sole	2025-02-13
2024-09-30	$2,139,925	22,203	-2.6%	Shares	Sole	2024-11-13
2024-06-30	$2,013,468	22,800	+1.2%	Shares	Sole	2024-08-12
2024-03-31	$2,093,740	22,540	+2.8%	Shares	Sole	2024-05-15
2023-12-31	$1,876,148	21,933	+16.6%	Shares	Sole	2024-02-14
2023-09-30	$1,476,975	18,803	+3.1%	Shares	Sole	2023-11-15
2023-06-30	$1,511,548	18,240	+3.5%	Shares	Sole	2023-08-15
2023-03-31	$1,421,471	17,623	+5.5%	Shares	Sole	2023-05-12
2022-12-31	$1,297,333	16,701	+20.2%	Shares	Sole	2023-02-15
2022-09-30	$944,794	13,892	+20.9%	Shares	Sole	2022-11-07
2022-06-30	$845,884	11,493	+7.3%	Shares	Sole	2022-08-15
2022-03-31	$944,262	10,712	+10.2%	Shares	Sole	2022-05-16
2021-12-31	$880,819	9,721	+22.7%	Shares	Sole	2022-02-14
2021-09-30	$626,630	7,921	+8.3%	Shares	Sole	2021-11-12
2021-06-30	$601,768	7,311	+10.6%	Shares	Sole	2021-08-16
2021-03-31	$520,946	6,611	+108.4%	Shares	Sole	2021-05-17
2020-12-31	$229,621	3,172	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.