Brookstone Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9M	Buy	68,779 +9,216	+15%	+$1.37M	0.11%	202
2026 Q1	$8.73M	Buy	59,563 +21,908	+58%	+$3.38M	0.1%	227
2025 Q4	$5.83M	Buy	37,655 +16,450	+78%	+$2.46M	0.07%	284
2025 Q3	$2.95M	Sell	21,205 -25,591	-55%	-$3.46M	0.04%	385
2025 Q2	$6.31M	Buy	46,796 +19,551	+72%	+$2.64M	0.08%	246
2025 Q1	$3.98M	Sell	27,245 -3,547	-12%	-$515K	0.06%	303
2024 Q4	$4.24M	Sell	30,792 -910	-3%	-$133K	0.06%	277
2024 Q3	$4.88M	Buy	31,702 +2,447	+8%	+$371K	0.07%	251
2024 Q2	$4.4M	Sell	29,255 -813	-3%	-$117K	0.07%	251
2024 Q1	$4.44M	Buy	30,068 +4,667	+18%	+$670K	0.08%	232
2023 Q4	$3.46M	Buy	25,401 +5,642	+29%	+$734K	0.07%	242
2023 Q3	$2.54M	Buy	19,759 +5,137	+35%	+$682K	0.06%	269
2023 Q2	$1.89M	Sell	14,622 -147,308	-91%	-$19.4M	0.04%	318
2023 Q1	$21.8M	Sell	161,930 -27,634	-15%	-$3.61M	0.42%	66
2022 Q4	$25.7M	Buy	189,564 +133,595	+239%	+$17.7M	0.52%	54
2022 Q3	$6.82M	Buy	55,969 +33,994	+155%	+$4.38M	0.16%	141
2022 Q2	$2.87M	Buy	21,975 +8,629	+65%	+$1.13M	0.06%	236
2022 Q1	$1.87M	Sell	13,346 -19,895	-60%	-$2.63M	0.04%	295
2021 Q4	$4.47M	Buy	33,241 +21,610	+186%	+$2.87M	0.08%	186
2021 Q3	$1.46M	Sell	11,631 -7,377	-39%	-$975K	0.03%	310
2021 Q2	$2.45M	Buy	19,008 +15,574	+454%	+$1.91M	0.04%	235
2021 Q1	$401K	Sell	3,434 -231	-6%	-$26.7K	0.02%	364
2020 Q4	$416K	Sell	3,665 -20,556	-85%	-$2.24M	0.02%	347
2020 Q3	$2.56M	Buy	24,221 +18	+0.1%	+$1.9K	0.12%	129
2020 Q2	$2.42M	Sell	24,203 -7,215	-23%	-$712K	0.15%	100
2020 Q1	$2.78M	Sell	31,418 -5,025	-14%	-$488K	0.16%	86
2019 Q4	$3.71M	Buy	+36,443	New	+$3.5M	0.19%	84
2019 Q3	–	Sell	-2,450	Closed	-$227K	–	478
2019 Q2	$227K	Buy	+2,450	New	+$220K	0.01%	399
2018 Q2	–	Sell	-3,233	Closed	-$263K	–	414
2018 Q1	$263K	Sell	3,233 -97,201	-97%	-$8.28M	0.02%	288
2017 Q4	$8.3M	Sell	100,434 -14,388	-13%	-$1.19M	0.75%	28
2017 Q3	$9.38M	Sell	114,822 -11,000	-9%	-$883K	0.85%	26
2017 Q2	$9.97M	Buy	+125,822	New	+$9.59M	0.95%	24
2017 Q1	–	Sell	-2,939	Closed	-$203K	–	285
2016 Q4	$203K	Sell	2,939 -190,175	-98%	-$13.2M	0.02%	229
2016 Q3	$13.9M	Buy	193,114 +189,875	+5,862%	+$14M	1.53%	12
2016 Q2	$232K	Sell	3,239 -964	-23%	-$67.9K	0.03%	220
2016 Q1	$283K	Sell	4,203 -3,042	-42%	-$204K	0.04%	188
2015 Q4	$522K	Sell	7,245 -38,511	-84%	-$2.72M	0.1%	83
2015 Q3	$3.03M	Sell	45,756 -261,712	-85%	-$19.1M	0.55%	21
2015 Q2	$22.9M	Buy	307,468 +54,776	+22%	+$4.06M	2.88%	3
2015 Q1	$18.3M	Buy	252,692 +8,006	+3%	+$571K	2.77%	6
2014 Q4	$16.7M	Sell	244,686 -6,257	-2%	-$419K	2.78%	4
2014 Q3	$16M	Buy	250,943 +238,936	+1,990%	+$15M	3.02%	5
2014 Q2	$730K	Sell	12,007 -186,229	-94%	-$10.9M	0.15%	48
2014 Q1	$11.6M	Buy	198,236 +64,618	+48%	+$3.72M	2.94%	6
2013 Q4	$7.41M	Buy	+133,618	New	+$7.15M	2.13%	8

Other funds holding XLV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

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

Brookstone Capital Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 15% in Q2 2026, buying an estimated $1.37M and bringing the position to 68,779 shares worth $10.9M. The position accounts for 0.11% of the portfolio, ranked #202.

Brookstone Capital Management first reported a position in XLV in Q4 2013 and has held it in 45 quarters since. The position peaked at $25.7M in Q4 2022. 335 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Brookstone Capital Management held 68,779 shares of State Street Health Care Select Sector SPDR ETF worth $10.9M as of Q2 2026.
Brookstone Capital Management bought 9,216 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.37M.
State Street Health Care Select Sector SPDR ETF made up 0.11% of Brookstone Capital Management's portfolio in Q2 2026, its #202 holding.
Brookstone Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and has held it in 45 quarters since.
Brookstone Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $25.7M in Q4 2022.
335 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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