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Brookwood Investment Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Brookwood Investment Group’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.2K Hold
400
– – 0.01% 526
2026
Q1 		$53.2K Buy
+400
New +$56.4K 0.01% 509

Other funds holding XLK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Brookwood Investment Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 30% in Q2 2026, selling an estimated $491K and leaving 6,594 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #154.

Brookwood Investment Group first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.52M in Q4 2025. 2,082 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Brookwood Investment Group held 6,594 shares of State Street Technology Select Sector SPDR ETF worth $1.26M as of Q2 2026.
  • Brookwood Investment Group sold 2,874 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $491K.
  • State Street Technology Select Sector SPDR ETF made up 0.14% of Brookwood Investment Group's portfolio in Q2 2026, its #154 holding.
  • Brookwood Investment Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's State Street Technology Select Sector SPDR ETF position peaked at $1.52M in Q4 2025.
  • 2,082 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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