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Brookstone Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Brookstone Capital Management’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Buy
93,038
+46,080
+98% +$5.38M 0.11% 203
2026
Q1 		$5.12M Buy
46,958
+21,120
+82% +$2.47M 0.06% 316
2025
Q4 		$3.09M Sell
25,838
-32,726
-56% -$3.88M 0.04% 379
2025
Q3 		$7.02M Sell
58,564
-1,982
-3% -$227K 0.08% 251
2025
Q2 		$6.58M Buy
60,546
+40,096
+196% +$4.1M 0.09% 240
2025
Q1 		$2.02M Buy
20,450
+5,388
+36% +$584K 0.03% 406
2024
Q4 		$1.69M Sell
15,062
-20,028
-57% -$2.14M 0.02% 408
2024
Q3 		$3.52M Buy
35,090
+21,920
+166% +$2.05M 0.05% 300
2024
Q2 		$1.26M Sell
13,170
-2,530
-16% -$225K 0.02% 454
2024
Q1 		$1.44M Sell
15,700
-12,086
-43% -$1.08M 0.03% 411
2023
Q4 		$2.48M Buy
27,786
+18,170
+189% +$1.5M 0.05% 299
2023
Q3 		$741K Sell
9,616
-60,168
-86% -$5.09M 0.02% 491
2023
Q2 		$5.91M Buy
69,784
+21,378
+44% +$1.64M 0.12% 175
2023
Q1 		$3.58M Buy
48,406
+43,494
+885% +$3.12M 0.07% 239
2022
Q4 		$324K Sell
4,912
-10,246
-68% -$714K 0.01% 679
2022
Q3 		$1.05M Buy
15,158
+11,010
+265% +$861K 0.02% 391
2022
Q2 		$304K Sell
4,148
-1,410
-25% -$111K 0.01% 646
2022
Q1 		$490K Sell
5,558
-1,600
-22% -$147K 0.01% 567
2021
Q4 		$714K Buy
7,158
+3,522
+97% +$351K 0.01% 448
2021
Q3 		$335K Buy
3,636
+246
+7% +$22.3K 0.01% 577
2021
Q2 		$308K Buy
3,390
+742
+28% +$64.6K 0.01% 584
2021
Q1 		$223K Sell
2,648
-30,380
-92% -$2.53M 0.01% 450
2020
Q4 		$2.65M Sell
33,028
-39,822
-55% -$3.07M 0.11% 150
2020
Q3 		$5.35M Buy
72,850
+9,256
+15% +$655K 0.25% 64
2020
Q2 		$4.06M Buy
63,594
+5,444
+9% +$321K 0.25% 59
2020
Q1 		$2.85M Buy
58,150
+53,318
+1,103% +$3.15M 0.16% 84
2019
Q4 		$303K Buy
4,832
+1,194
+33% +$72.6K 0.02% 332
2019
Q3 		$220K Sell
3,638
-334
-8% -$20.1K 0.01% 403
2019
Q2 		$237K Buy
+3,972
New +$232K 0.01% 392
2019
Q1 		– Sell
-127,976
Closed -$6.33M – 425
2018
Q4 		$6.33M Sell
127,976
-5,364
-4% -$284K 0.48% 42
2018
Q3 		$7.82M Sell
133,340
-10,814
-8% -$616K 0.59% 35
2018
Q2 		$7.88M Buy
144,154
+139,506
+3,001% +$7.37M 0.69% 28
2018
Q1 		$235K Sell
4,648
-109,812
-96% -$5.72M 0.02% 302
2017
Q4 		$5.65M Buy
+114,460
New +$5.39M 0.51% 58
2017
Q3 		– Sell
-376,296
Closed -$16.9M – 344
2017
Q2 		$16.9M Buy
376,296
+121,646
+48% +$5.45M 1.61% 6
2017
Q1 		$11.2M Sell
254,650
-46,718
-16% -$2M 1.13% 18
2016
Q4 		$12.3M Buy
+301,368
New +$12.2M 1.35% 13
2016
Q2 		– Sell
-5,644
Closed -$223K – 260
2016
Q1 		$223K Sell
5,644
-10,008
-64% -$373K 0.03% 212
2015
Q4 		$612K Sell
15,652
-389,590
-96% -$15.5M 0.12% 71
2015
Q3 		$15M Buy
405,242
+16,032
+4% +$616K 2.73% 13
2015
Q2 		$14.9M Sell
389,210
-128,378
-25% -$4.91M 1.87% 14
2015
Q1 		$19.5M Buy
517,588
+272,118
+111% +$10M 2.95% 4
2014
Q4 		$8.86M Buy
245,470
+89,694
+58% +$3.08M 1.47% 16
2014
Q3 		$5.19M Buy
155,776
+138,798
+818% +$4.69M 0.98% 20
2014
Q2 		$567K Buy
16,978
+2,736
+19% +$88.8K 0.12% 62
2014
Q1 		$461K Sell
14,242
-224,522
-94% -$7.32M 0.12% 63
2013
Q4 		$7.98M Buy
+238,764
New +$7.6M 2.29% 3

Other funds holding XLY

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

Brookstone Capital Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 98% in Q2 2026, buying an estimated $5.38M and bringing the position to 93,038 shares worth $10.9M. The position accounts for 0.11% of the portfolio, ranked #203.

Brookstone Capital Management first reported a position in XLY in Q4 2013 and has held it in 47 quarters since. The position peaked at $19.5M in Q1 2015. 239 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Brookstone Capital Management held 93,038 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $10.9M as of Q2 2026.
  • Brookstone Capital Management bought 46,080 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $5.38M.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of Brookstone Capital Management's portfolio in Q2 2026, its #203 holding.
  • Brookstone Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and has held it in 47 quarters since.
  • Brookstone Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $19.5M in Q1 2015.
  • 239 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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