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Brookstone Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Brookstone Capital Management’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.36M Buy
62,606
+15,484
+33% +$805K 0.03% 390
2026
Q1 		$2.33M Buy
47,122
+2,313
+5% +$121K 0.03% 434
2025
Q4 		$2.45M Sell
44,809
-6,149
-12% -$328K 0.03% 407
2025
Q3 		$2.75M Buy
50,958
+13,705
+37% +$726K 0.03% 396
2025
Q2 		$1.95M Sell
37,253
-18,915
-34% -$936K 0.03% 421
2025
Q1 		$2.8M Sell
56,168
-11,527
-17% -$578K 0.04% 348
2024
Q4 		$3.27M Buy
67,695
+26,665
+65% +$1.29M 0.05% 308
2024
Q3 		$1.86M Sell
41,030
-15,579
-28% -$680K 0.03% 388
2024
Q2 		$2.48M Buy
56,609
+26,742
+90% +$1.1M 0.04% 341
2024
Q1 		$1.26M Buy
29,867
+1,542
+5% +$60.9K 0.02% 437
2023
Q4 		$1.07M Sell
28,325
-6,520
-19% -$226K 0.02% 441
2023
Q3 		$1.14M Buy
34,845
+14,127
+68% +$487K 0.03% 407
2023
Q2 		$696K Buy
20,718
+885
+4% +$28.9K 0.01% 500
2023
Q1 		$660K Sell
19,833
-594
-3% -$20.6K 0.01% 535
2022
Q4 		$723K Buy
20,427
+7,658
+60% +$259K 0.01% 501
2022
Q3 		$387K Sell
12,769
-1,284
-9% -$42.4K 0.01% 605
2022
Q2 		$451K Sell
14,053
-724
-5% -$25K 0.01% 579
2022
Q1 		$557K Sell
14,777
-11,440
-44% -$447K 0.01% 540
2021
Q4 		$1.08M Sell
26,217
-53,852
-67% -$2.12M 0.02% 379
2021
Q3 		$3.07M Sell
80,069
-35,971
-31% -$1.35M 0.06% 215
2021
Q2 		$4.25M Sell
116,040
-2,930
-2% -$107K 0.08% 197
2021
Q1 		$4.05M Buy
118,970
+44,229
+59% +$1.42M 0.16% 119
2020
Q4 		$2.2M Buy
74,741
+66,371
+793% +$1.78M 0.09% 167
2020
Q3 		$201K Buy
+8,370
New +$204K 0.01% 416
2020
Q2 		– Sell
-123,257
Closed -$2.57M – 414
2020
Q1 		$2.57M Sell
123,257
-30,245
-20% -$833K 0.15% 93
2019
Q4 		$4.72M Buy
+153,502
New +$4.51M 0.24% 61
2018
Q2 		– Sell
-284,046
Closed -$7.83M – 412
2018
Q1 		$7.83M Buy
+284,046
New +$8.18M 0.71% 29
2016
Q4 		– Sell
-594,006
Closed -$11.5M – 272
2016
Q3 		$11.5M Buy
+594,006
New +$12.3M 1.26% 22
2016
Q2 		– Sell
-10,931
Closed -$218K – 258
2016
Q1 		$218K Sell
10,931
-4,682
-30% -$89.2K 0.03% 214
2015
Q4 		$327K Sell
15,613
-4,413
-22% -$93K 0.06% 111
2015
Q3 		$398K Sell
20,026
-2,308
-10% -$48.9K 0.07% 91
2015
Q2 		$478K Sell
22,334
-1,119
-5% -$24.2K 0.06% 135
2015
Q1 		$496K Sell
23,453
-714,338
-97% -$15.1M 0.08% 120
2014
Q4 		$16M Sell
737,791
-222,225
-23% -$4.65M 2.66% 6
2014
Q3 		$19.5M Buy
960,016
+804,943
+519% +$16.3M 3.67% 4
2014
Q2 		$3.1M Buy
155,073
+37,381
+32% +$728K 0.63% 19
2014
Q1 		$2.31M Buy
117,692
+85,347
+264% +$1.63M 0.59% 20
2013
Q4 		$621K Buy
+32,345
New +$595K 0.18% 50

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Brookstone Capital Management's XLF Position: Q2 2026 in Review

Brookstone Capital Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 33% in Q2 2026, buying an estimated $805K and bringing the position to 62,606 shares worth $3.36M. The position accounts for 0.03% of the portfolio, ranked #390.

Brookstone Capital Management first reported a position in XLF in Q4 2013 and has held it in 38 quarters since. The position peaked at $19.5M in Q3 2014. 497 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Brookstone Capital Management held 62,606 shares of State Street Financial Select Sector SPDR ETF worth $3.36M as of Q2 2026.
  • Brookstone Capital Management bought 15,484 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $805K.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of Brookstone Capital Management's portfolio in Q2 2026, its #390 holding.
  • Brookstone Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 38 quarters since.
  • Brookstone Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $19.5M in Q3 2014.
  • 497 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.