Occidental Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
Occidental Asset Management's XLY Position: Q1 2026 in Review
Occidental Asset Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 13% in Q1 2026, buying an estimated $96.1K and bringing the position to 7,396 shares worth $806K. The position accounts for 0.1% of the portfolio, ranked #128.
Occidental Asset Management first reported a position in XLY in Q4 2015 and has held it in 16 quarters since. The position peaked at $8.23M in Q4 2024. 1,283 funds tracked by Wall St. Rank hold XLY as of Q1 2026.
- Occidental Asset Management held 7,396 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $806K as of Q1 2026.
- Occidental Asset Management bought 822 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $96.1K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Occidental Asset Management's portfolio in Q1 2026, its #128 holding.
- Occidental Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and has held it in 16 quarters since.
- Occidental Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.23M in Q4 2024.
- 1,283 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.
Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.