Brookwood Investment Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.33M	Buy	24,839 +12,349	+99%	+$642K	0.15%	146
2026 Q1	$617K	Sell	12,490 -23,609	-65%	-$1.23M	0.08%	242
2025 Q4	$1.98M	Buy	36,099 +439	+1%	+$23.4K	0.24%	75
2025 Q3	$1.92M	Buy	35,660 +618	+2%	+$32.7K	0.25%	74
2025 Q2	$1.84M	Buy	35,042 +13,454	+62%	+$666K	0.3%	51
2025 Q1	$1.08M	Buy	+21,588	New	+$1.08M	0.18%	110

Other funds holding XLF

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Brookwood Investment Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 99% in Q2 2026, buying an estimated $642K and bringing the position to 24,839 shares worth $1.33M. The position accounts for 0.15% of the portfolio, ranked #146.

Brookwood Investment Group first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.98M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Brookwood Investment Group held 24,839 shares of State Street Financial Select Sector SPDR ETF worth $1.33M as of Q2 2026.
Brookwood Investment Group bought 12,349 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $642K.
State Street Financial Select Sector SPDR ETF made up 0.15% of Brookwood Investment Group's portfolio in Q2 2026, its #146 holding.
Brookwood Investment Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's State Street Financial Select Sector SPDR ETF position peaked at $1.98M in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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