Oak Family Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIH
HIIFS
WA
GKWIM
FMI
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. 860 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.
- 860 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.