BOK Financial Private Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$304K Sell
2,591
-239
-8% -$27.9K 0.02% 152
2026
Q1
$308K Sell
2,830
-4
-0.1% -$467 0.02% 156
2025
Q4
$338K Buy
2,834
+2,000
+240% +$237K 0.02% 153
2025
Q3
$99.9K Hold
834
0.01% 205
2025
Q2
$90.6K Hold
834
0.01% 213
2025
Q1
$82.3K Hold
834
0.01% 222
2024
Q4
$93.6K Buy
+834
New +$89.2K 0.01% 217
2024
Q3
Sell
-500
Closed -$45.6K 553
2024
Q2
$45.6K Hold
500
﹤0.01% 265
2024
Q1
$46K Buy
500
+354
+242% +$31.5K ﹤0.01% 268
2023
Q4
$13.1K Buy
+146
New +$12.1K ﹤0.01% 345

Other funds holding XLY

BOK Financial Private Wealth's XLY Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 8.4% in Q2 2026, selling an estimated $27.9K and leaving 2,591 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #152.

BOK Financial Private Wealth first reported a position in XLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $338K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • BOK Financial Private Wealth held 2,591 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $304K as of Q2 2026.
  • BOK Financial Private Wealth sold 239 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $27.9K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of BOK Financial Private Wealth's portfolio in Q2 2026, its #152 holding.
  • BOK Financial Private Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
  • BOK Financial Private Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $338K in Q4 2025.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.