Oxford Financial Group’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Oxford Financial Group’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-30	Closed	-$3K	–	276
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	235
2022 Q2	$3K	Buy	+30	New	+$3.31K	﹤0.01%	260

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Oxford Financial Group's XAR Position: Q4 2022 in Review

Oxford Financial Group sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2022, closing a stake of 30 shares — an estimated $3K sold.

Oxford Financial Group first reported a position in XAR in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 253 funds tracked by Wall St. Rank hold XAR as of Q4 2022.

Oxford Financial Group reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2022 after selling out during the quarter.
Oxford Financial Group sold 30 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2022, an estimated $3K.
Oxford Financial Group first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2022 and held it in 2 quarters.
Oxford Financial Group's State Street SPDR S&P Aerospace & Defense ETF position peaked at $3K in Q3 2022.
253 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2022.

Based on Oxford Financial Group's 13F filing for Q4 2022, filed 14 Feb 2023.