Okabena Investment Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Okabena Investment Services’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	$2.3M	Buy	19,597 +434	+2%	+$50.7K	0.41%	43
2026 Q1	$2.09M	Buy	19,163 +468	+3%	+$54.7K	0.4%	45
2025 Q4	$2.23M	Buy	18,695 +383	+2%	+$45.4K	0.43%	43
2025 Q3	$2.19M	Buy	18,312 +392	+2%	+$44.9K	0.43%	41
2025 Q2	$1.95M	Buy	17,920 +434	+2%	+$44.4K	0.43%	42
2025 Q1	$1.73M	Buy	17,486 +138	+0.8%	+$15K	0.43%	45
2024 Q4	$1.95M	Buy	17,348 +1,166	+7%	+$125K	0.54%	43
2024 Q3	$1.62M	Hold	16,182	–	–	0.46%	43
2024 Q2	$1.48M	Hold	16,182	–	–	0.47%	47
2024 Q1	$1.49M	Hold	16,182	–	–	0.5%	50
2023 Q4	$1.45M	Buy	+16,182	New	+$1.34M	0.56%	47
2020 Q2	–	Sell	-1,616	Closed	-$79K	–	93
2020 Q1	$79K	Hold	1,616	–	–	0.09%	66
2019 Q4	$101K	Buy	+1,616	New	+$98.3K	0.09%	62

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

Okabena Investment Services's XLY Position: Q2 2026 in Review

Okabena Investment Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.3% in Q2 2026, buying an estimated $50.7K and bringing the position to 19,597 shares worth $2.3M. The position accounts for 0.41% of the portfolio, ranked #43.

Okabena Investment Services first reported a position in XLY in Q4 2019 and has held it in 13 quarters since. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Okabena Investment Services held 19,597 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.3M as of Q2 2026.
Okabena Investment Services bought 434 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $50.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.41% of Okabena Investment Services's portfolio in Q2 2026, its #43 holding.
Okabena Investment Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 13 quarters since.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.