Laurel Oak Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Laurel Oak Wealth Management's XLY Position: Q2 2026 in Review
Laurel Oak Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 7.3% in Q2 2026, buying an estimated $24K and bringing the position to 3,044 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #256.
Laurel Oak Wealth Management first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Laurel Oak Wealth Management held 3,044 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $357K as of Q2 2026.
- Laurel Oak Wealth Management bought 206 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $24K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #256 holding.
- Laurel Oak Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.