Okabena Investment Services’s Consumer Discretionary Select Sector SPDR Fund 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
2025 Q2	$1.95M	Buy
2025 Q1	$1.73M	Buy
2024 Q4	$1.95M	Buy
2024 Q3	$1.62M	Hold
2024 Q2	$1.48M	Hold
2024 Q1	$1.49M	Hold
2023 Q4	$1.45M	Buy
2020 Q2	–	Sell
2020 Q1	$79K	Hold
2019 Q4	$101K	Buy