Brookwood Investment Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$416K	Buy	2,622 +440	+20%	+$65.5K	0.05%	342
2026 Q1	$320K	Sell	2,182 -6,927	-76%	-$1.07M	0.04%	380
2025 Q4	$1.41M	Buy	9,109 +409	+5%	+$61.3K	0.17%	121
2025 Q3	$1.21M	Buy	8,700 +1,712	+24%	+$232K	0.16%	119
2025 Q2	$942K	Buy	6,988 +5,597	+402%	+$756K	0.15%	138
2025 Q1	$203K	Buy	+1,391	New	+$202K	0.03%	397

Other funds holding XLV

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Brookwood Investment Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 20% in Q2 2026, buying an estimated $65.5K and bringing the position to 2,622 shares worth $416K. The position accounts for 0.05% of the portfolio, ranked #342.

Brookwood Investment Group first reported a position in XLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.41M in Q4 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Brookwood Investment Group held 2,622 shares of State Street Health Care Select Sector SPDR ETF worth $416K as of Q2 2026.
Brookwood Investment Group bought 440 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $65.5K.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Brookwood Investment Group's portfolio in Q2 2026, its #342 holding.
Brookwood Investment Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.41M in Q4 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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