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Oxford Financial Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Oxford Financial Group’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$122K Hold
2,440
– – 0.01% 257
2025
Q4 		$111K Buy
+2,440
New +$108K 0.01% 247
2024
Q1 		– Sell
-228
Closed -$9.75K – 307
2023
Q4 		$9.75K Buy
+228
New +$9.12K ﹤0.01% 287
2023
Q3 		– Sell
-628
Closed -$26K – 300
2023
Q2 		$26K Buy
+628
New +$25K ﹤0.01% 269
2022
Q2 		– Sell
-112
Closed -$5K – 293
2022
Q1 		$5K Hold
112
– – ﹤0.01% 253
2021
Q4 		$5K Buy
+112
New +$4.84K ﹤0.01% 265
2021
Q3 		– Sell
-748
Closed -$31K – 255
2021
Q2 		$31K Buy
+748
New +$31.5K ﹤0.01% 205

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return