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

SkyOak 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	$399K	Hold	3,398	–	–	0.07%	155
2026 Q1	$370K	Hold	3,398	–	–	0.07%	154
2025 Q4	$406K	Hold	3,398	–	–	0.07%	146
2025 Q3	$407K	Hold	3,398	–	–	0.08%	144
2025 Q2	$369K	Hold	3,398	–	–	0.07%	148
2025 Q1	$335K	Hold	3,398	–	–	0.07%	156
2024 Q4	$381K	Sell	3,398 -34	-1%	-$3.64K	0.08%	142
2024 Q3	$344K	Sell	3,432 -382	-10%	-$35.7K	0.08%	148
2024 Q2	$348K	Sell	3,814 -220	-5%	-$19.5K	0.08%	149
2024 Q1	$371K	Sell	4,034 -92	-2%	-$8.19K	0.09%	154
2023 Q4	$369K	Sell	4,126 -510	-11%	-$42.2K	0.1%	145
2023 Q3	$373K	Sell	4,636 -44	-0.9%	-$3.72K	0.11%	133
2023 Q2	$397K	Hold	4,680	–	–	0.11%	138
2023 Q1	$350K	Sell	4,680 -924	-16%	-$66.2K	0.11%	150
2022 Q4	$362K	Sell	5,604 -220	-4%	-$15.3K	0.12%	138
2022 Q3	$415K	Sell	5,824 -240	-4%	-$18.8K	0.15%	122
2022 Q2	$417K	Sell	6,064 -164	-3%	-$12.9K	0.14%	128
2022 Q1	$576K	Sell	6,228 -64,390	-91%	-$5.9M	0.16%	118
2021 Q4	$7.22M	Buy	70,618 +688	+1%	+$68.5K	1.84%	10
2021 Q3	$6.27M	Buy	69,930 +67,420	+2,686%	+$6.12M	1.69%	12
2021 Q2	$224K	Sell	2,510 -64,046	-96%	-$5.58M	0.06%	208
2021 Q1	$5.93M	Buy	66,556 +1,054	+2%	+$87.7K	1.65%	14
2020 Q4	$5.27M	Buy	65,502 +20,138	+44%	+$1.55M	1.64%	12
2020 Q3	$3.33M	Buy	45,364 +37,382	+468%	+$2.65M	1.2%	21
2020 Q2	$510K	Buy	7,982 +198	+3%	+$11.7K	0.19%	125
2020 Q1	$382K	Sell	7,784 -4,426	-36%	-$261K	0.2%	130
2019 Q4	$766K	Buy	+12,210	New	+$743K	0.24%	95

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

SkyOak Wealth's XLY Position: Q2 2026 in Review

SkyOak Wealth held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 3,398 shares worth $399K. The position accounts for 0.07% of the portfolio, ranked #155.

SkyOak Wealth first reported a position in XLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.22M in Q4 2021. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

SkyOak Wealth held 3,398 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $399K as of Q2 2026.
SkyOak Wealth 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 0.07% of SkyOak Wealth's portfolio in Q2 2026, its #155 holding.
SkyOak Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
SkyOak Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7.22M in Q4 2021.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.