Occidental Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Occidental Asset Management's XLY Position: Q2 2026 in Review
Occidental Asset Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 25% in Q2 2026, buying an estimated $214K and bringing the position to 9,229 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #129.
Occidental Asset Management first reported a position in XLY in Q4 2015 and has held it in 17 quarters since. The position peaked at $8.23M in Q4 2024. 1,311 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Occidental Asset Management held 9,229 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.08M as of Q2 2026.
- Occidental Asset Management bought 1,833 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $214K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of Occidental Asset Management's portfolio in Q2 2026, its #129 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 17 quarters since.
- Occidental Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.23M in Q4 2024.
- 1,311 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.