Live Oak Investment Partners’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.22M Buy
2025
Q2
$992K Buy
2025
Q1
$847K Buy
2024
Q4
Hold
2024
Q3
Hold
2024
Q2
Hold
2023
Q4
Hold
2023
Q3
Hold
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Hold