Oxler Private Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Oxler Private Wealth’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	$831K	Buy	7,086 +14	+0.2%	+$1.63K	0.24%	48
2026 Q1	$771K	Buy	7,072 +11	+0.2%	+$1.29K	0.24%	47
2025 Q4	$843K	Buy	7,061 +13	+0.2%	+$1.54K	0.24%	48
2025 Q3	$844K	Buy	7,048 +12	+0.2%	+$1.37K	0.25%	47
2025 Q2	$765K	Sell	7,036 -412	-6%	-$42.1K	0.24%	48
2025 Q1	$735K	Buy	7,448 +20	+0.3%	+$2.17K	0.26%	48
2024 Q4	$833K	Buy	7,428 +14	+0.2%	+$1.5K	0.27%	47
2024 Q3	$743K	Buy	7,414 +14	+0.2%	+$1.31K	0.26%	51
2024 Q2	$675K	Sell	7,400 -44	-0.6%	-$3.91K	0.25%	54
2024 Q1	$684K	Sell	7,444 -54	-0.7%	-$4.81K	0.27%	54
2023 Q4	$670K	Buy	7,498 +36	+0.5%	+$2.98K	0.56%	32
2023 Q3	$602K	Sell	7,462 -8	-0.1%	-$676	0.3%	62
2023 Q2	$634K	Buy	7,470 +12	+0.2%	+$919	0.3%	64
2023 Q1	$558K	Buy	7,458 +22	+0.3%	+$1.58K	0.28%	68
2022 Q4	$480K	Sell	7,436 -82	-1%	-$5.72K	0.26%	70
2022 Q3	$534K	Buy	7,518 +120	+2%	+$9.39K	0.3%	71
2022 Q2	$509K	Buy	7,398 +16	+0.2%	+$1.26K	0.24%	77
2022 Q1	$682K	Buy	7,382 +12	+0.2%	+$1.1K	0.31%	74
2021 Q4	$753K	Sell	7,370 -126	-2%	-$12.6K	0.31%	78
2021 Q3	$672K	Sell	7,496 -34	-0.5%	-$3.09K	0.3%	88
2021 Q2	$672K	Hold	7,530	–	–	0.29%	90
2021 Q1	$632K	Sell	7,530 -40	-0.5%	-$3.33K	0.32%	80
2020 Q4	$608K	Buy	+7,570	New	+$584K	0.34%	68

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

Oxler Private Wealth's XLY Position: Q2 2026 in Review

Oxler Private Wealth increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.2% in Q2 2026, buying an estimated $1.63K and bringing the position to 7,086 shares worth $831K. The position accounts for 0.24% of the portfolio, ranked #48.

Oxler Private Wealth first reported a position in XLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $844K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Oxler Private Wealth held 7,086 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $831K as of Q2 2026.
Oxler Private Wealth bought 14 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.63K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.24% of Oxler Private Wealth's portfolio in Q2 2026, its #48 holding.
Oxler Private Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Oxler Private Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $844K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.