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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$125K	Hold	775	–	–	0.01%	256
2025 Q4	$120K	Buy	+775	New	+$119K	0.01%	243
2024 Q1	–	Sell	-154	Closed	-$17.6K	–	308
2023 Q4	$17.6K	Sell	154 -596	-79%	-$62.6K	﹤0.01%	277
2023 Q3	$76K	Sell	750 -252	-25%	-$27K	0.01%	233
2023 Q2	$108K	Buy	1,002 +252	+34%	+$25.4K	0.01%	243
2023 Q1	$75.9K	Hold	750	–	–	0.01%	210
2022 Q4	$73.7K	Hold	750	–	–	0.01%	208
2022 Q3	$62K	Hold	750	–	–	0.01%	194
2022 Q2	$66K	Sell	750 -2,023	-73%	-$191K	0.01%	215
2022 Q1	$286K	Sell	2,773 -756	-21%	-$76.8K	0.04%	162
2021 Q4	$373K	Buy	3,529 +2,779	+371%	+$289K	0.04%	145
2021 Q3	$73K	Sell	750 -1,265	-63%	-$130K	0.01%	209
2021 Q2	$206K	Buy	2,015 +1,265	+169%	+$130K	0.03%	173
2021 Q1	$74K	Hold	750	–	–	0.01%	184
2020 Q4	$66K	Hold	750	–	–	0.01%	184
2020 Q3	$58K	Hold	750	–	–	0.01%	170
2020 Q2	$52K	Hold	750	–	–	0.01%	168
2020 Q1	$44K	Buy	+750	New	+$56.5K	0.01%	178

Other funds holding XLI

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Oxford Financial Group held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 775 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #256.

Oxford Financial Group first reported a position in XLI in Q1 2020 and has held it in 18 quarters since. The position peaked at $373K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Oxford Financial Group held 775 shares of State Street Industrial Select Sector SPDR ETF worth $125K as of Q1 2026.
Oxford Financial Group left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #256 holding.
Oxford Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and has held it in 18 quarters since.
Oxford Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $373K in Q4 2021.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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