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

Brandywine Oak Private Wealth’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 Q2	$3.81M	Sell	32,510 -985	-3%	-$115K	0.29%	47
2026 Q1	$3.65M	Sell	33,495 -440	-1%	-$51.4K	0.31%	44
2025 Q4	$4.05M	Sell	33,935 -17	-0.1%	-$2.02K	0.34%	38
2025 Q3	$4.07M	Sell	33,952 -210	-0.6%	-$24K	0.35%	36
2025 Q2	$3.71M	Sell	34,162 -60	-0.2%	-$6.13K	0.34%	41
2025 Q1	$3.38M	Sell	34,222 -1,752	-5%	-$190K	0.33%	41
2024 Q4	$4.04M	Sell	35,974 -208	-0.6%	-$22.2K	0.39%	38
2024 Q3	$3.62M	Sell	36,182 -146	-0.4%	-$13.6K	0.35%	39
2024 Q2	$3.31M	Sell	36,328 -508	-1%	-$45.1K	0.34%	40
2024 Q1	$3.39M	Sell	36,836 -198	-0.5%	-$17.6K	0.35%	40
2023 Q4	$3.31M	Sell	37,034 -1,200	-3%	-$99.4K	0.37%	38
2023 Q3	$3.08M	Sell	38,234 -1,022	-3%	-$86.4K	0.36%	39
2023 Q2	$3.33M	Sell	39,256 -1,266	-3%	-$96.9K	0.37%	37
2023 Q1	$3.03M	Sell	40,522 -156	-0.4%	-$11.2K	0.35%	41
2022 Q4	$2.63M	Sell	40,678 -726	-2%	-$50.6K	0.33%	46
2022 Q3	$2.95M	Sell	41,404 -3,064	-7%	-$240K	0.4%	37
2022 Q2	$3.06M	Sell	44,468 -2,428	-5%	-$191K	0.39%	36
2022 Q1	$4.34M	Sell	46,896 -638	-1%	-$58.4K	0.5%	38
2021 Q4	$4.87M	Sell	47,534 -72	-0.2%	-$7.17K	0.53%	37
2021 Q3	$4.26M	Sell	47,606 -88	-0.2%	-$7.99K	0.5%	38
2021 Q2	$4.26M	Buy	47,694 +1,330	+3%	+$116K	0.5%	37
2021 Q1	$3.9M	Buy	46,364 +198	+0.4%	+$16.5K	0.57%	33
2020 Q4	$3.71M	Sell	46,166 -350	-0.8%	-$27K	0.57%	33
2020 Q3	$3.42M	Buy	46,516 +344	+0.7%	+$24.3K	0.57%	33
2020 Q2	$2.96M	Sell	46,172 -376	-0.8%	-$22.2K	0.53%	36
2020 Q1	$2.28M	Sell	46,548 -832	-2%	-$49.1K	0.47%	38
2019 Q4	$2.97M	Sell	47,380 -138	-0.3%	-$8.4K	0.54%	32
2019 Q3	$2.87M	Sell	47,518 -116	-0.2%	-$6.99K	0.54%	34
2019 Q2	$2.84M	Buy	47,634 +1,820	+4%	+$107K	0.57%	35
2019 Q1	$2.61M	Sell	45,814 -5,284	-10%	-$287K	0.54%	34
2018 Q4	$2.48M	Buy	+51,098	New	+$2.7M	0.56%	34

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brandywine Oak Private Wealth's XLY Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.9% in Q2 2026, selling an estimated $115K and leaving 32,510 shares worth $3.81M. The position accounts for 0.29% of the portfolio, ranked #47.

Brandywine Oak Private Wealth first reported a position in XLY in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.87M in Q4 2021. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Brandywine Oak Private Wealth held 32,510 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.81M as of Q2 2026.
Brandywine Oak Private Wealth sold 985 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $115K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.29% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #47 holding.
Brandywine Oak Private Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.87M in Q4 2021.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.