Brookwood Investment Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.37M	Buy	7,402 +905	+14%	+$157K	0.15%	141
2026 Q1	$1.05M	Sell	6,497 -4,922	-43%	-$826K	0.13%	163
2025 Q4	$1.77M	Sell	11,419 -31,037	-73%	-$4.78M	0.21%	88
2025 Q3	$6.55M	Buy	42,456 +32,014	+307%	+$4.85M	0.85%	23
2025 Q2	$1.54M	Buy	10,442 +6,203	+146%	+$846K	0.25%	68
2025 Q1	$556K	Buy	+4,239	New	+$573K	0.1%	208

Other funds holding XLI

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Brookwood Investment Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 14% in Q2 2026, buying an estimated $157K and bringing the position to 7,402 shares worth $1.37M. The position accounts for 0.15% of the portfolio, ranked #141.

Brookwood Investment Group first reported a position in XLI in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.55M in Q3 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Brookwood Investment Group held 7,402 shares of State Street Industrial Select Sector SPDR ETF worth $1.37M as of Q2 2026.
Brookwood Investment Group bought 905 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $157K.
State Street Industrial Select Sector SPDR ETF made up 0.15% of Brookwood Investment Group's portfolio in Q2 2026, its #141 holding.
Brookwood Investment Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's State Street Industrial Select Sector SPDR ETF position peaked at $6.55M in Q3 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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