Charter Oak Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
Charter Oak Capital Management's XLY Position: Q1 2026 in Review
Charter Oak Capital Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3% in Q1 2026, selling an estimated $11.5K and leaving 3,160 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #148.
Charter Oak Capital Management first reported a position in XLY in Q4 2020 and has held it in 21 quarters since. The position peaked at $632K in Q4 2024. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.
- Charter Oak Capital Management held 3,160 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $344K as of Q1 2026.
- Charter Oak Capital Management sold 98 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $11.5K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Charter Oak Capital Management's portfolio in Q1 2026, its #148 holding.
- Charter Oak Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
- Charter Oak Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $632K in Q4 2024.
- 1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.
Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.