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 Q2	$124K	Hold	2,440	–	–	0.01%	253
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Oxford Financial Group's XLB Position: Q2 2026 in Review

Oxford Financial Group held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 2,440 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #253.

Oxford Financial Group first reported a position in XLB in Q2 2021 and has held it in 8 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Oxford Financial Group held 2,440 shares of State Street Materials Select Sector SPDR ETF worth $124K as of Q2 2026.
Oxford Financial Group left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #253 holding.
Oxford Financial Group first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and has held it in 8 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.