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

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

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

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. 243 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.
243 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.