Oxford Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-54	Closed	-$2.52K	–	270
2025 Q1	$2.52K	Hold	54	–	–	﹤0.01%	261
2024 Q4	$2.31K	Hold	54	–	–	﹤0.01%	294
2024 Q3	$2.37K	Sell	54 -460	-89%	-$20.6K	﹤0.01%	290
2024 Q2	$23.4K	Sell	514 -184	-26%	-$8.57K	﹤0.01%	297
2024 Q1	$32.9K	Hold	698	–	–	﹤0.01%	252
2023 Q4	$29.3K	Buy	+698	New	+$29.8K	﹤0.01%	271
2023 Q3	–	Sell	-764	Closed	-$31K	–	301
2023 Q2	$31K	Buy	764 +596	+355%	+$24.3K	﹤0.01%	266
2023 Q1	$6.96K	Buy	+168	New	+$7.18K	﹤0.01%	242
2022 Q3	–	Sell	-4,220	Closed	-$151K	–	271
2022 Q2	$151K	Sell	4,220 -230	-5%	-$9.23K	0.02%	188
2022 Q1	$170K	Hold	4,450	–	–	0.02%	190
2021 Q4	$123K	Buy	4,450 +2,838	+176%	+$80.2K	0.01%	211
2021 Q3	$42K	Buy	+1,612	New	+$39.9K	0.01%	216

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oxford Financial Group's XLE Position: Q2 2025 in Review

Oxford Financial Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 54 shares — an estimated $2.52K sold.

Oxford Financial Group first reported a position in XLE in Q3 2021 and held it in 12 quarters. The position peaked at $170K in Q1 2022. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Oxford Financial Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Oxford Financial Group sold 54 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $2.52K.
Oxford Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 12 quarters.
Oxford Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $170K in Q1 2022.
1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Oxford Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.