Brookwood Investment Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$361K	Sell	3,370 -4,714	-58%	-$537K	0.04%	368
2026 Q1	$896K	Sell	8,084 -3,995	-33%	-$462K	0.11%	181
2025 Q4	$1.42M	Sell	12,079 -1,477	-11%	-$170K	0.17%	117
2025 Q3	$1.6M	Buy	13,556 +1,980	+17%	+$220K	0.21%	88
2025 Q2	$1.26M	Buy	11,576 +1,567	+16%	+$154K	0.2%	89
2025 Q1	$965K	Buy	+10,009	New	+$1,000K	0.17%	123

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Brookwood Investment Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 58% in Q2 2026, selling an estimated $537K and leaving 3,370 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #368.

Brookwood Investment Group first reported a position in XLC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.6M in Q3 2025. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Brookwood Investment Group held 3,370 shares of State Street Communication Services Select Sector SPDR ETF worth $361K as of Q2 2026.
Brookwood Investment Group sold 4,714 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $537K.
State Street Communication Services Select Sector SPDR ETF made up 0.04% of Brookwood Investment Group's portfolio in Q2 2026, its #368 holding.
Brookwood Investment Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's State Street Communication Services Select Sector SPDR ETF position peaked at $1.6M in Q3 2025.
1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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