Heritage Oak Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
Heritage Oak Wealth Advisors's XLY Position: Q1 2026 in Review
Heritage Oak Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 3,991 shares — an estimated $477K sold.
Heritage Oak Wealth Advisors first reported a position in XLY in Q3 2024 and held it in 2 quarters. The position peaked at $770K in Q3 2024. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.
- Heritage Oak Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
- Heritage Oak Wealth Advisors sold 3,991 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $477K.
- Heritage Oak Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
- Heritage Oak Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $770K in Q3 2024.
- 1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.
Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.