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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Okabena Investment Services's XLY Position: Q1 2026 in Review

Okabena Investment Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.5% in Q1 2026, buying an estimated $54.7K and bringing the position to 19,163 shares worth $2.09M. The position accounts for 0.4% of the portfolio, ranked #45.

Okabena Investment Services first reported a position in XLY in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.23M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Okabena Investment Services held 19,163 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.09M as of Q1 2026.
Okabena Investment Services bought 468 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $54.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.4% of Okabena Investment Services's portfolio in Q1 2026, its #45 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 12 quarters since.
Okabena Investment Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.23M in Q4 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.