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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
-11,500
Closed -$575K – 607
2026
Q1 		$575K Buy
+11,500
New +$577K 0.07% 261

Other funds holding XLB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 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. 508 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.
  • 508 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.