Brookwood Investment Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,218	Closed	-$265K	–	609
2025 Q4	$265K	Buy	+2,218	New	+$263K	0.03%	418
2025 Q3	–	Sell	-4,102	Closed	-$446K	–	554
2025 Q2	$446K	Buy	4,102 +748	+22%	+$76.5K	0.07%	256
2025 Q1	$331K	Buy	+3,354	New	+$364K	0.06%	296

Other funds holding XLY

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Brookwood Investment Group's XLY Position: Q1 2026 in Review

Brookwood Investment Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 2,218 shares — an estimated $265K sold.

Brookwood Investment Group first reported a position in XLY in Q1 2025 and held it in 3 quarters. The position peaked at $446K in Q2 2025. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Brookwood Investment Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Brookwood Investment Group sold 2,218 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $265K.
Brookwood Investment Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
Brookwood Investment Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $446K in Q2 2025.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.