Measured Wealth Private Client Group, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1720235
PORTSMOUTH, NH
Position in XLB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,366,179
+$761,865 QoQ
Shares Held
67,364
+17.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,366,179 | 67,364 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,604,314 | 57,427 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,098,949 | 45,737 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,873,211 | 44,109 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,684,758 | 42,856 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,931,013 | 22,950 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,102,144 | 21,811 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,594,106 | 29,375 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,306,830 | 24,834 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||