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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$594K	Sell	12,032 -1,428	-11%	-$74.4K	0.03%	146
2025 Q4	$737K	Buy	13,460 +10,506	+356%	+$560K	0.04%	111
2025 Q3	$159K	Sell	2,954 -5,914	-67%	-$313K	0.01%	229
2025 Q2	$464K	Sell	8,868 -1,314	-13%	-$65K	0.03%	138
2025 Q1	$507K	Buy	10,182 +1	+0%	+$50	0.04%	130
2024 Q4	$492K	Sell	10,181 -1,599	-14%	-$77.3K	0.03%	149
2024 Q3	$534K	Buy	11,780 +1	+0%	+$44	0.03%	136
2024 Q2	$484K	Buy	11,779 +2	+0%	+$82	0.03%	155
2024 Q1	$496K	Sell	11,777 -1,362	-10%	-$53.8K	0.03%	137
2023 Q4	$494K	Buy	13,139 +1,364	+12%	+$47.2K	0.04%	140
2023 Q3	$391K	Buy	11,775 +190	+2%	+$6.55K	0.03%	149
2023 Q2	$391K	Hold	11,585	–	–	0.04%	153
2023 Q1	$372K	Buy	11,585 +81	+0.7%	+$2.81K	0.04%	127
2022 Q4	$393K	Hold	11,504	–	–	0.05%	130
2022 Q3	$349K	Sell	11,504 -7,780	-40%	-$257K	0.05%	125
2022 Q2	$606K	Sell	19,284 -5,286	-22%	-$183K	0.09%	93
2022 Q1	$942K	Sell	24,570 -6,069	-20%	-$237K	0.12%	79
2021 Q4	$1.2M	Buy	30,639 +11,154	+57%	+$438K	0.13%	72
2021 Q3	$731K	Buy	19,485 +3,250	+20%	+$122K	0.09%	89
2021 Q2	$596K	Hold	16,235	–	–	0.08%	100
2021 Q1	$553K	Hold	16,235	–	–	0.08%	103
2020 Q4	$479K	Hold	16,235	–	–	0.07%	103
2020 Q3	$391K	Hold	16,235	–	–	0.06%	108
2020 Q2	$376K	Hold	16,235	–	–	0.06%	110
2020 Q1	$338K	Hold	16,235	–	–	0.07%	109
2019 Q4	$500K	Buy	+16,235	New	+$476K	0.14%	46
2018 Q1	–	Sell	-16,235	Closed	-$453K	–	35
2017 Q4	$453K	Buy	+16,235	New	+$437K	0.31%	27

Other funds holding XLF

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Oxford Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q1 2026, selling an estimated $74.4K and leaving 12,032 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #146.

Oxford Financial Group first reported a position in XLF in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.2M in Q4 2021. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Oxford Financial Group held 12,032 shares of State Street Financial Select Sector SPDR ETF worth $594K as of Q1 2026.
Oxford Financial Group sold 1,428 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $74.4K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #146 holding.
Oxford Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 27 quarters since.
Oxford Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $1.2M in Q4 2021.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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