Brookwood Investment Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$793K	Buy	17,496 +10,693	+157%	+$484K	0.09%	223
2026 Q1	$312K	Sell	6,803 -10,240	-60%	-$459K	0.04%	386
2025 Q4	$728K	Sell	17,043 -121,549	-88%	-$5.38M	0.09%	216
2025 Q3	$6.04M	Buy	138,592 +110,292	+390%	+$4.67M	0.78%	26
2025 Q2	$1.16M	Buy	28,300 +21,216	+299%	+$845K	0.19%	102
2025 Q1	$279K	Buy	+7,084	New	+$277K	0.05%	330

Other funds holding XLU

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

Brookwood Investment Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 157% in Q2 2026, buying an estimated $484K and bringing the position to 17,496 shares worth $793K. The position accounts for 0.09% of the portfolio, ranked #223.

Brookwood Investment Group first reported a position in XLU in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.04M in Q3 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Brookwood Investment Group held 17,496 shares of State Street Utilities Select Sector SPDR ETF worth $793K as of Q2 2026.
Brookwood Investment Group bought 10,693 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $484K.
State Street Utilities Select Sector SPDR ETF made up 0.09% of Brookwood Investment Group's portfolio in Q2 2026, its #223 holding.
Brookwood Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's State Street Utilities Select Sector SPDR ETF position peaked at $6.04M in Q3 2025.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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