Brookstone Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.6M	Buy	50,383 +11,392	+29%	+$1.95M	0.1%	222
2026 Q1	$5.18M	Sell	38,991 -25,923	-40%	-$3.65M	0.06%	311
2025 Q4	$9.35M	Buy	64,914 +1,356	+2%	+$196K	0.11%	215
2025 Q3	$8.96M	Sell	63,558 -4,616	-7%	-$611K	0.11%	219
2025 Q2	$8.63M	Buy	68,174 +22,438	+49%	+$2.49M	0.11%	208
2025 Q1	$4.72M	Sell	45,736 -5,674	-11%	-$643K	0.07%	261
2024 Q4	$5.98M	Buy	51,410 +1,314	+3%	+$153K	0.09%	231
2024 Q3	$5.65M	Buy	50,096 +4,850	+11%	+$532K	0.08%	233
2024 Q2	$5.08M	Sell	45,246 -14,732	-25%	-$1.55M	0.08%	230
2024 Q1	$6.25M	Buy	59,978 +3,694	+7%	+$374K	0.11%	195
2023 Q4	$5.42M	Buy	56,284 +384	+0.7%	+$34.2K	0.11%	196
2023 Q3	$4.66M	Sell	55,900 -36,370	-39%	-$3.12M	0.1%	195
2023 Q2	$7.9M	Buy	92,270 +22,674	+33%	+$1.79M	0.16%	153
2023 Q1	$5.19M	Buy	69,596 +44,390	+176%	+$3.05M	0.1%	180
2022 Q4	$1.57M	Sell	25,206 -12,492	-33%	-$793K	0.03%	348
2022 Q3	$2.2M	Sell	37,698 -2,468	-6%	-$168K	0.05%	267
2022 Q2	$2.67M	Buy	40,166 +336	+0.8%	+$23.4K	0.06%	249
2022 Q1	$2.96M	Sell	39,830 -26,220	-40%	-$2.06M	0.06%	243
2021 Q4	$5.48M	Buy	66,050 +2,286	+4%	+$188K	0.09%	172
2021 Q3	$4.82M	Buy	63,764 +8,490	+15%	+$655K	0.09%	184
2021 Q2	$4.2M	Buy	55,274 +34,930	+172%	+$2.45M	0.08%	198
2021 Q1	$1.35M	Sell	20,344 -3,054	-13%	-$202K	0.05%	219
2020 Q4	$1.52M	Sell	23,398 -13,874	-37%	-$845K	0.06%	198
2020 Q3	$2.17M	Sell	37,272 -31,670	-46%	-$1.79M	0.1%	138
2020 Q2	$3.6M	Sell	68,942 -56,234	-45%	-$2.65M	0.22%	65
2020 Q1	$5.03M	Buy	125,176 +16,994	+16%	+$776K	0.29%	50
2019 Q4	$4.96M	Sell	108,182 -17,912	-14%	-$767K	0.25%	59
2019 Q3	$5.08M	Sell	126,094 -20,144	-14%	-$806K	0.28%	57
2019 Q2	$5.71M	Sell	146,238 -22,348	-13%	-$852K	0.33%	52
2019 Q1	$6.24M	Buy	168,586 +161,766	+2,372%	+$5.53M	0.4%	47
2018 Q4	$211K	Sell	6,820 -204,774	-97%	-$6.93M	0.02%	276
2018 Q3	$7.97M	Sell	211,594 -25,542	-11%	-$937K	0.61%	33
2018 Q2	$8.24M	Sell	237,136 -10,900	-4%	-$374K	0.72%	25
2018 Q1	$8.11M	Sell	248,036 -12,662	-5%	-$425K	0.74%	28
2017 Q4	$8.34M	Sell	260,698 -46,956	-15%	-$1.47M	0.75%	27
2017 Q3	$9.09M	Sell	307,654 -36,238	-11%	-$1.04M	0.82%	28
2017 Q2	$9.41M	Sell	343,892 -45,780	-12%	-$1.26M	0.9%	27
2017 Q1	$10.4M	Sell	389,672 -73,448	-16%	-$1.89M	1.05%	22
2016 Q4	$11.2M	Sell	463,120 -89,520	-16%	-$2.14M	1.23%	15
2016 Q3	$13.2M	Sell	552,640 -38,078	-6%	-$885K	1.45%	13
2016 Q2	$12.8M	Buy	590,718 +5,482	+0.9%	+$119K	1.67%	12
2016 Q1	$13M	Sell	585,236 -141,088	-19%	-$2.92M	1.96%	9
2015 Q4	$15.6M	Buy	726,324 +704,878	+3,287%	+$15.2M	2.99%	12
2015 Q3	$424K	Sell	21,446 -3,082	-13%	-$63.5K	0.08%	85
2015 Q2	$508K	Sell	24,528 -1,884	-7%	-$40.2K	0.06%	131
2015 Q1	$547K	Sell	26,412 -651,104	-96%	-$13.6M	0.08%	112
2014 Q4	$14M	Sell	677,516 -11,732	-2%	-$238K	2.33%	12
2014 Q3	$13.8M	Buy	689,248 +33,998	+5%	+$673K	2.59%	14
2014 Q2	$12.6M	Buy	655,250 +29,524	+5%	+$547K	2.56%	14
2014 Q1	$11.4M	Buy	625,726 +208,868	+50%	+$3.73M	2.88%	8
2013 Q4	$7.45M	Buy	+416,858	New	+$7.06M	2.14%	7

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

BHWM

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

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

PAS

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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

Brookstone Capital Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 29% in Q2 2026, buying an estimated $1.95M and bringing the position to 50,383 shares worth $9.6M. The position accounts for 0.1% of the portfolio, ranked #222.

Brookstone Capital Management first reported a position in XLK in Q4 2013 and has held it in 51 quarters since. The position peaked at $15.6M in Q4 2015. 587 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Brookstone Capital Management held 50,383 shares of State Street Technology Select Sector SPDR ETF worth $9.6M as of Q2 2026.
Brookstone Capital Management bought 11,392 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.95M.
State Street Technology Select Sector SPDR ETF made up 0.1% of Brookstone Capital Management's portfolio in Q2 2026, its #222 holding.
Brookstone Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 51 quarters since.
Brookstone Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $15.6M in Q4 2015.
587 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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