XLB — SELECT SECTOR SPDR TR

Ownership history in KMG FIDUCIARY PARTNERS, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which KMG FIDUCIARY PARTNERS, LLC reported a position in SELECT SECTOR SPDR TR (XLB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.18% (2023 Q2)
Avg. % of fund
0.13%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 13,434 -500 -3.6% 0.08% $1.2M $44.58
2025 Q2 ADDED 13,934 +99 +0.7% 0.09% $1.2M $43.47
2025 Q1 ADDED 13,835 +232 +1.7% 0.10% $1.2M $42.35
2024 Q4 ADDED 13,603 +8 +0.1% 0.09% $1.1M $41.25
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLB price (monthly, adj. close)

Other funds also holding XLB

As of 2025 Q4 — sorted by position size

EHP Funds Inc. 3Y 9.19% Gates Capital Management, Inc. 3Y 7Y 7.64% Algorithmic Investment Models, LLC 3Y 5.98% Quantitative Investment Management, LLC 3Y 7Y 4.97% LifePlan Financial, LLC 4.79% SRB CORP 3Y 7Y 4.31% Biltmore Wealth Management, LLC 3Y 7Y 4.27% Private Wealth Advisors, LLC 3Y 2.99% Risk Paradigm Group, LLC 3Y 7Y 2.71% STAPP WEALTH MANAGEMENT, PLLC 3Y 2.69%
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