Brooklyn Investment Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Brooklyn Investment Group’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$248K	Buy	+5,398	New	+$242K	0.01%	1568
2025 Q3	–	Sell	-692	Closed	-$28.3K	–	2741
2025 Q2	$28.3K	Buy	692 +192	+38%	+$7.65K	﹤0.01%	1663
2025 Q1	$19.7K	Hold	500	–	–	﹤0.01%	1177
2024 Q4	$18.9K	Buy	+500	New	+$19.8K	0.01%	771

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Brooklyn Investment Group's XLU Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 5,398 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #1568 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in XLU as recently as Q2 2025.

Brooklyn Investment Group first reported a position in XLU in Q4 2024 and has held it in 4 quarters since. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Brooklyn Investment Group held 5,398 shares of State Street Utilities Select Sector SPDR ETF worth $248K as of Q1 2026.
State Street Utilities Select Sector SPDR ETF was a new Brooklyn Investment Group position in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1568 holding.
Brooklyn Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.