Measured Wealth Private Client Group Q2 2026 Portfolio Activity: Strategic Shifts and Sector Focus
Measured Wealth Private Client Group, LLC experienced significant changes in its holdings during Q2 2026. The firm increased exposure to SPYG by over 249% while exiting major positions like SPYV.
Measured Wealth Private Client Group, LLC saw substantial activity within its portfolio during the second quarter of 2026, as evidenced by detailed holdings data released on August 11th. The investment firm demonstrated a clear strategic shift through both significant purchases and sales.
The most notable purchase was SPYG (SPDR Series Trust), which experienced an unprecedented increase in position size with a staggering +249.88% change in shares during the quarter, equivalent to adding approximately 124,249 additional units. This ETF's allocation rose from its previous standing.
Alongside SPYG, several other holdings showed substantial growth or were initiated this period:
- EEM: International Shares experienced a massive +243.06% increase in shares (+145,947 units), significantly boosting its portfolio allocation.
- KBE: KBW Bank Index Fund saw a full percentage point addition to the portfolio with a +100% change in shares (adding 104,704 units).
- XBI: The Biotech ETF was added this quarter with a +100% share increase.
- IYZ: The Industrials Select Sector SPDR Fund was initiated with a full percentage point allocation, achieved through a +100% change in shares (adding 161,440 units).
- XPH: The Pharmaceuticals ETF also saw its position added this quarter via a +100% share increase.
Conversely, the investor demonstrated decisive selling activity by exiting several large positions:
- SPYV: State Street Global Select S&P 500 ETF was significantly reduced with a -57.96% change in shares (-240,089 units), marking one of the largest sales for the quarter.
- XLC: The Communication Services Select Sector SPDR Fund experienced an 86.41% reduction in its position during Q2.
These changes reflect a strategic rebalancing effort by Measured Wealth Private Client Group, LLC this quarter. For more detailed analysis of these holdings or the firm's overall investment strategy, please refer to their latest filing on Insiderset.com.