Oxford Financial Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$288K	Hold	2,600	–	–	0.02%	218
2025 Q4	$306K	Buy	+2,600	New	+$299K	0.02%	189
2023 Q3	–	Sell	-482	Closed	-$31.4K	–	302
2023 Q2	$31.4K	Buy	482 +420	+677%	+$25.6K	﹤0.01%	265
2023 Q1	$3.59K	Buy	+62	New	+$3.37K	﹤0.01%	251
2022 Q3	–	Sell	-3,920	Closed	-$213K	–	272
2022 Q2	$213K	Sell	3,920 -215	-5%	-$12.9K	0.03%	179
2022 Q1	$284K	Sell	4,135 -2,509	-38%	-$177K	0.04%	164
2021 Q4	$516K	Buy	6,644 +4,135	+165%	+$327K	0.06%	121
2021 Q3	$201K	Buy	+2,509	New	+$208K	0.03%	178

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Oxford Financial Group's XLC Position: Q1 2026 in Review

Oxford Financial Group held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 2,600 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #218.

Oxford Financial Group first reported a position in XLC in Q3 2021 and has held it in 8 quarters since. The position peaked at $516K in Q4 2021. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Oxford Financial Group held 2,600 shares of State Street Communication Services Select Sector SPDR ETF worth $288K as of Q1 2026.
Oxford Financial Group left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #218 holding.
Oxford Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and has held it in 8 quarters since.
Oxford Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $516K in Q4 2021.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.