Brookstone Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Brookstone Capital Management’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.19M	Buy	49,620 +25,038	+102%	+$4.35M	0.09%	227
2026 Q1	$3.98M	Buy	24,582 +2,651	+12%	+$445K	0.05%	363
2025 Q4	$3.4M	Sell	21,931 -5,205	-19%	-$801K	0.04%	363
2025 Q3	$4.19M	Buy	27,136 +2,934	+12%	+$444K	0.05%	330
2025 Q2	$3.57M	Sell	24,202 -5,805	-19%	-$792K	0.05%	332
2025 Q1	$3.93M	Buy	30,007 +18,643	+164%	+$2.52M	0.06%	306
2024 Q4	$1.5M	Sell	11,364 -10,470	-48%	-$1.44M	0.02%	432
2024 Q3	$2.96M	Buy	21,834 +12,240	+128%	+$1.56M	0.04%	321
2024 Q2	$1.21M	Buy	9,594 +2,136	+29%	+$263K	0.02%	467
2024 Q1	$939K	Buy	7,458 +2,459	+49%	+$289K	0.02%	503
2023 Q4	$570K	Sell	4,999 -3,160	-39%	-$332K	0.01%	570
2023 Q3	$814K	Sell	8,159 -7,479	-48%	-$801K	0.02%	475
2023 Q2	$1.66M	Sell	15,638 -31,280	-67%	-$3.15M	0.03%	343
2023 Q1	$4.72M	Buy	46,918 +36,509	+351%	+$3.67M	0.09%	189
2022 Q4	$1.05M	Buy	+10,409	New	+$991K	0.02%	421
2022 Q3	–	Sell	-3,026	Closed	-$266K	–	839
2022 Q2	$266K	Sell	3,026 -23	-0.8%	-$2.17K	0.01%	670
2022 Q1	$303K	Sell	3,049 -3,306	-52%	-$336K	0.01%	651
2021 Q4	$677K	Buy	6,355 +2,412	+61%	+$251K	0.01%	462
2021 Q3	$394K	Sell	3,943 -19,915	-83%	-$2.05M	0.01%	547
2021 Q2	$2.45M	Buy	23,858 +12,711	+114%	+$1.3M	0.04%	234
2021 Q1	$1.1M	Buy	11,147 +3,542	+47%	+$324K	0.04%	242
2020 Q4	$673K	Sell	7,605 -8,991	-54%	-$758K	0.03%	294
2020 Q3	$1.28M	Sell	16,596 -1,841	-10%	-$138K	0.06%	187
2020 Q2	$1.27M	Buy	+18,437	New	+$1.2M	0.08%	152
2020 Q1	–	Sell	-9,058	Closed	-$738K	–	440
2019 Q4	$738K	Buy	+9,058	New	+$723K	0.04%	219
2018 Q2	–	Sell	-3,076	Closed	-$229K	–	413
2018 Q1	$229K	Buy	+3,076	New	+$237K	0.02%	306
2017 Q4	–	Sell	-2,860	Closed	-$203K	–	349
2017 Q3	$203K	Sell	2,860 -832	-23%	-$57.2K	0.02%	309
2017 Q2	$251K	Sell	3,692 -170,944	-98%	-$11.4M	0.02%	272
2017 Q1	$11.4M	Sell	174,636 -32,484	-16%	-$2.1M	1.15%	15
2016 Q4	$12.9M	Sell	207,120 -39,175	-16%	-$2.36M	1.42%	8
2016 Q3	$14.4M	Buy	+246,295	New	+$14.3M	1.58%	11
2016 Q2	–	Sell	-3,851	Closed	-$214K	–	259
2016 Q1	$214K	Sell	3,851 -2,982	-44%	-$154K	0.03%	215
2015 Q4	$362K	Sell	6,833 -1,509	-18%	-$81K	0.07%	103
2015 Q3	$416K	Sell	8,342 -444	-5%	-$23.4K	0.08%	88
2015 Q2	$475K	Sell	8,786 -544	-6%	-$30.5K	0.06%	136
2015 Q1	$520K	Sell	9,330 -1,549	-14%	-$87.2K	0.08%	115
2014 Q4	$616K	Sell	10,879 -275,084	-96%	-$15.1M	0.1%	97
2014 Q3	$15.2M	Buy	285,963 +12,763	+5%	+$685K	2.86%	7
2014 Q2	$14.8M	Buy	273,200 +54,796	+25%	+$2.93M	3.01%	8
2014 Q1	$11.4M	Buy	218,404 +72,837	+50%	+$3.74M	2.9%	7
2013 Q4	$7.61M	Buy	+145,567	New	+$7.15M	2.19%	6

Other funds holding XLI

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

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

Brookstone Capital Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 102% in Q2 2026, buying an estimated $4.35M and bringing the position to 49,620 shares worth $9.19M. The position accounts for 0.09% of the portfolio, ranked #227.

Brookstone Capital Management first reported a position in XLI in Q4 2013 and has held it in 41 quarters since. The position peaked at $15.2M in Q3 2014. 391 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Brookstone Capital Management held 49,620 shares of State Street Industrial Select Sector SPDR ETF worth $9.19M as of Q2 2026.
Brookstone Capital Management bought 25,038 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.35M.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Brookstone Capital Management's portfolio in Q2 2026, its #227 holding.
Brookstone Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and has held it in 41 quarters since.
Brookstone Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $15.2M in Q3 2014.
391 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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