Oak Family Advisors’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 | $1.42M | Buy |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $2.7M | Sell |
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|
2024
Q3 | $2.4M | Sell |
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|
2024
Q2 | $2.21M | Sell |
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|
2024
Q1 | $2.27M | Sell |
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|
2023
Q4 | $2.27M | Sell |
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|
2023
Q3 | $2.07M | Buy |
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|
2023
Q2 | $1.56M | Sell |
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|
2023
Q1 | $1.49M | Buy |
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|
2022
Q4 | $647K | Buy |
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|
2022
Q3 | $600K | Buy |
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|
2022
Q2 | $486K | Sell |
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|
2022
Q1 | $698K | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $860K | Hold |
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|
2021
Q2 | $856K | Hold |
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|
2021
Q1 | $806K | Sell |
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|
2020
Q4 | $1.27M | Buy |
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