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

Oak Harbor Wealth 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	–	Sell	-1,487	Closed	-$162K	–	298
2026 Q1	$162K	Buy	1,487 +21	+1%	+$2.45K	0.04%	201
2025 Q4	$175K	Buy	1,466 +152	+12%	+$18K	0.04%	198
2025 Q3	$157K	Buy	1,314 +40	+3%	+$4.58K	0.04%	201
2025 Q2	$138K	Buy	1,274 +1,242	+3,881%	+$127K	0.04%	198
2025 Q1	$3.16K	Buy	+32	New	+$3.47K	﹤0.01%	241
2023 Q4	–	Sell	-100	Closed	-$8.05K	–	243
2023 Q3	$8.05K	Hold	100	–	–	﹤0.01%	215
2023 Q2	$8.49K	Hold	100	–	–	﹤0.01%	225
2023 Q1	$7.48K	Hold	100	–	–	﹤0.01%	215
2022 Q4	$6.46K	Hold	100	–	–	﹤0.01%	212
2022 Q3	$7K	Sell	100 -100	-50%	-$7.82K	﹤0.01%	207
2022 Q2	$14K	Hold	200	–	–	0.01%	196
2022 Q1	$19K	Hold	200	–	–	0.01%	209
2021 Q4	$20K	Buy	+200	New	+$19.9K	0.01%	215

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 Harbor Wealth Partners's XLY Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 1,487 shares — an estimated $162K sold.

Oak Harbor Wealth Partners first reported a position in XLY in Q4 2021 and held it in 13 quarters. The position peaked at $175K in Q4 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Oak Harbor Wealth Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Oak Harbor Wealth Partners sold 1,487 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $162K.
Oak Harbor Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 13 quarters.
Oak Harbor Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $175K in Q4 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.