Live Oak Investment Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Live Oak Investment Partners’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	$1.74M	Buy	14,867 +3,244	+28%	+$379K	0.94%	29
2026 Q1	$1.27M	Buy	11,623 +1,285	+12%	+$150K	0.75%	38
2025 Q4	$1.23M	Buy	10,338 +128	+1%	+$15.2K	0.76%	40
2025 Q3	$1.22M	Buy	10,210 +1,082	+12%	+$124K	0.81%	33
2025 Q2	$992K	Buy	9,128 +550	+6%	+$56.2K	0.76%	36
2025 Q1	$847K	Buy	+8,578	New	+$930K	0.67%	44
2024 Q4	–	Hold	0	–	–	–	92
2024 Q3	–	Hold	0	–	–	–	100
2024 Q2	–	Hold	0	–	–	–	99
2023 Q4	–	Hold	0	–	–	–	30
2023 Q3	–	Hold	0	–	–	–	34
2023 Q2	–	Hold	0	–	–	–	34
2023 Q1	–	Hold	0	–	–	–	33
2022 Q4	–	Hold	0	–	–	–	35

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

Live Oak Investment Partners's XLY Position: Q2 2026 in Review

Live Oak Investment Partners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 28% in Q2 2026, buying an estimated $379K and bringing the position to 14,867 shares worth $1.74M. The position accounts for 0.94% of the portfolio, ranked #29.

Live Oak Investment Partners first reported a position in XLY in Q1 2025 and has held it in 6 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Live Oak Investment Partners held 14,867 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.74M as of Q2 2026.
Live Oak Investment Partners bought 3,244 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $379K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.94% of Live Oak Investment Partners's portfolio in Q2 2026, its #29 holding.
Live Oak Investment Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.