Pin Oak Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Pin Oak Investment Advisors’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	$7K	Hold	56	–	–	0.01%	406
2026 Q1	$6K	Hold	56	–	–	﹤0.01%	414
2025 Q4	$7K	Hold	56	–	–	﹤0.01%	418
2025 Q3	$6.71K	Hold	56	–	–	﹤0.01%	401
2025 Q2	$5K	Hold	56	–	–	﹤0.01%	388
2025 Q1	$6K	Hold	56	–	–	﹤0.01%	366
2024 Q4	$6K	Hold	56	–	–	0.01%	376
2024 Q3	$5K	Hold	56	–	–	﹤0.01%	398
2024 Q2	$5K	Hold	56	–	–	﹤0.01%	395
2024 Q1	$5K	Hold	56	–	–	﹤0.01%	395
2023 Q4	$5K	Hold	56	–	–	0.01%	397
2023 Q3	$5K	Hold	56	–	–	0.01%	388
2023 Q2	$5K	Hold	56	–	–	0.01%	389
2023 Q1	$4K	Hold	56	–	–	﹤0.01%	381
2022 Q4	$4K	Hold	56	–	–	﹤0.01%	369
2022 Q3	$4K	Hold	56	–	–	0.01%	339
2022 Q2	$4K	Hold	56	–	–	﹤0.01%	363
2022 Q1	$5K	Hold	56	–	–	0.01%	368
2021 Q4	$6K	Hold	56	–	–	0.01%	357
2021 Q3	$5K	Hold	56	–	–	0.01%	345
2021 Q2	$5K	Buy	+56	New	+$4.88K	0.01%	347
2019 Q2	–	Sell	-460	Closed	-$26K	–	485
2019 Q1	$26K	Hold	460	–	–	0.02%	231
2018 Q4	$23K	Sell	460 -450	-49%	-$23.8K	0.02%	233
2018 Q3	$53K	Hold	910	–	–	0.04%	184
2018 Q2	$50K	Hold	910	–	–	0.04%	190
2018 Q1	$46K	Hold	910	–	–	0.04%	200
2017 Q4	$45K	Buy	+910	New	+$42.8K	0.03%	200

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

Pin Oak Investment Advisors's XLY Position: Q2 2026 in Review

Pin Oak Investment Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 56 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #406.

Pin Oak Investment Advisors first reported a position in XLY in Q4 2017 and has held it in 27 quarters since. The position peaked at $53K in Q3 2018. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Pin Oak Investment Advisors held 56 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $7K as of Q2 2026.
Pin Oak Investment Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #406 holding.
Pin Oak Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 27 quarters since.
Pin Oak Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $53K in Q3 2018.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.