Oak Family Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Oak Family Advisors’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	$1.13M	Sell	9,652 -267	-3%	-$31.2K	0.29%	60
2026 Q1	$1.08M	Sell	9,919 -694	-7%	-$81.1K	0.3%	58
2025 Q4	$1.27M	Sell	10,613 -1,253	-11%	-$149K	0.35%	62
2025 Q3	$1.42M	Buy	11,866 +602	+5%	+$68.9K	0.36%	56
2025 Q2	$1.22M	Sell	11,264 -1,110	-9%	-$114K	0.39%	52
2025 Q1	$1.22M	Sell	12,374 -11,670	-49%	-$1.27M	0.41%	53
2024 Q4	$2.7M	Sell	24,044 -130	-0.5%	-$13.9K	0.98%	36
2024 Q3	$2.4M	Sell	24,174 -110	-0.5%	-$10.3K	0.74%	38
2024 Q2	$2.21M	Sell	24,284 -390	-2%	-$34.6K	0.76%	37
2024 Q1	$2.27M	Sell	24,674 -670	-3%	-$59.7K	0.87%	37
2023 Q4	$2.27M	Sell	25,344 -320	-1%	-$26.5K	0.95%	33
2023 Q3	$2.07M	Buy	25,664 +7,270	+40%	+$615K	0.98%	37
2023 Q2	$1.56M	Sell	18,394 -1,528	-8%	-$117K	0.74%	40
2023 Q1	$1.49M	Buy	19,922 +9,904	+99%	+$710K	0.73%	40
2022 Q4	$647K	Buy	10,018 +1,598	+19%	+$111K	0.35%	60
2022 Q3	$600K	Buy	8,420 +1,352	+19%	+$106K	0.32%	57
2022 Q2	$486K	Sell	7,068 -480	-6%	-$37.8K	0.24%	72
2022 Q1	$698K	Sell	7,548 -5,670	-43%	-$519K	0.27%	66
2021 Q4	$1.35M	Buy	13,218 +3,632	+38%	+$362K	0.5%	47
2021 Q3	$860K	Hold	9,586	–	–	0.31%	55
2021 Q2	$856K	Hold	9,586	–	–	0.36%	45
2021 Q1	$806K	Sell	9,586 -6,260	-40%	-$521K	0.35%	46
2020 Q4	$1.27M	Buy	+15,846	New	+$1.22M	0.66%	40

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

Oak Family Advisors's XLY Position: Q2 2026 in Review

Oak Family Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.7% in Q2 2026, selling an estimated $31.2K and leaving 9,652 shares worth $1.13M. The position accounts for 0.29% of the portfolio, ranked #60.

Oak Family Advisors first reported a position in XLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.7M in Q4 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Oak Family Advisors held 9,652 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.13M as of Q2 2026.
Oak Family Advisors sold 267 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $31.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.29% of Oak Family Advisors's portfolio in Q2 2026, its #60 holding.
Oak Family Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Oak Family Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.7M in Q4 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.