Brookwood Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$890K	Buy	16,758 +3,532	+27%	+$202K	0.1%	197
2026 Q1	$810K	Sell	13,226 -4,093	-24%	-$220K	0.1%	190
2025 Q4	$774K	Sell	17,319 -4,185	-19%	-$186K	0.09%	202
2025 Q3	$961K	Sell	21,504 -2,438	-10%	-$107K	0.12%	154
2025 Q2	$1.02M	Sell	23,942 -26,026	-52%	-$1.08M	0.16%	127
2025 Q1	$2.33M	Buy	+49,968	New	+$2.25M	0.4%	36

Other funds holding XLE

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

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Brookwood Investment Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 27% in Q2 2026, buying an estimated $202K and bringing the position to 16,758 shares worth $890K. The position accounts for 0.1% of the portfolio, ranked #197.

Brookwood Investment Group first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.33M in Q1 2025. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Brookwood Investment Group held 16,758 shares of State Street Energy Select Sector SPDR ETF worth $890K as of Q2 2026.
Brookwood Investment Group bought 3,532 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $202K.
State Street Energy Select Sector SPDR ETF made up 0.1% of Brookwood Investment Group's portfolio in Q2 2026, its #197 holding.
Brookwood Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's State Street Energy Select Sector SPDR ETF position peaked at $2.33M in Q1 2025.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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