SilverOak Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$208K Buy
+1,774
New +$207K 0.03% 123
2026
Q1
Sell
-1,774
Closed -$212K 124
2025
Q4
$212K Hold
1,774
0.03% 113
2025
Q3
$213K Sell
1,774
-444
-20% -$50.8K 0.04% 107
2025
Q2
$241K Buy
+2,218
New +$227K 0.05% 101
2025
Q1
Sell
-1,808
Closed -$203K 103
2024
Q4
$203K Buy
+1,808
New +$193K 0.04% 96
2024
Q3
Sell
-2,350
Closed -$214K 98
2024
Q2
$214K Hold
2,350
0.05% 88
2024
Q1
$216K Hold
2,350
0.05% 93
2023
Q4
$210K Buy
+2,350
New +$195K 0.06% 83

Other funds holding XLY

SilverOak Wealth Management's XLY Position: Q2 2026 in Review

SilverOak Wealth Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,774 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #123 among its holdings. This is a return to the name: SilverOak Wealth Management previously reported a position in XLY as recently as Q4 2025.

SilverOak Wealth Management first reported a position in XLY in Q4 2023 and has held it in 8 quarters since. The position peaked at $241K in Q2 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • SilverOak Wealth Management held 1,774 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $208K as of Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new SilverOak Wealth Management position in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of SilverOak Wealth Management's portfolio in Q2 2026, its #123 holding.
  • SilverOak Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 8 quarters since.
  • SilverOak Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $241K in Q2 2025.
  • 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.