Brookwood Investment Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Brookwood Investment Group’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,394	Closed	-$220K	–	608
2026 Q1	$220K	Sell	4,394 -6,787	-61%	-$340K	0.03%	468
2025 Q4	$507K	Buy	11,181 +6,547	+141%	+$289K	0.06%	284
2025 Q3	$208K	Sell	4,634 -348	-7%	-$15.7K	0.03%	453
2025 Q2	$219K	Buy	+4,982	New	+$211K	0.04%	394

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brookwood Investment Group's XLB Position: Q2 2026 in Review

Brookwood Investment Group sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 4,394 shares — an estimated $220K sold.

Brookwood Investment Group first reported a position in XLB in Q2 2025 and held it in 4 quarters. The position peaked at $507K in Q4 2025. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Brookwood Investment Group reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Brookwood Investment Group sold 4,394 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $220K.
Brookwood Investment Group first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2025 and held it in 4 quarters.
Brookwood Investment Group's State Street Materials Select Sector SPDR ETF position peaked at $507K in Q4 2025.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.