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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$903K	Hold	6,794	–	–	0.05%	107
2025 Q4	$978K	Sell	6,794 -16	-0.2%	-$2.31K	0.05%	93
2025 Q3	$960K	Hold	6,810	–	–	0.05%	96
2025 Q2	$862K	Hold	6,810	–	–	0.05%	94
2025 Q1	$703K	Hold	6,810	–	–	0.05%	102
2024 Q4	$792K	Hold	6,810	–	–	0.05%	107
2024 Q3	$769K	Buy	6,810 +60	+0.9%	+$6.59K	0.05%	101
2024 Q2	$764K	Buy	6,750 +328	+5%	+$34.5K	0.05%	107
2024 Q1	$669K	Hold	6,422	–	–	0.05%	104
2023 Q4	$618K	Hold	6,422	–	–	0.05%	114
2023 Q3	$526K	Sell	6,422 -674	-9%	-$57.8K	0.05%	121
2023 Q2	$617K	Buy	7,096 +6,960	+5,118%	+$549K	0.06%	118
2023 Q1	$10.3K	Hold	136	–	–	﹤0.01%	239
2022 Q4	$8.46K	Hold	136	–	–	﹤0.01%	245
2022 Q3	$8K	Hold	136	–	–	﹤0.01%	224
2022 Q2	$9K	Sell	136 -252	-65%	-$17.6K	﹤0.01%	245
2022 Q1	$31K	Hold	388	–	–	﹤0.01%	228
2021 Q4	$34K	Buy	388 +252	+185%	+$20.8K	﹤0.01%	240
2021 Q3	$10K	Hold	136	–	–	﹤0.01%	237
2021 Q2	$10K	Hold	136	–	–	﹤0.01%	216
2021 Q1	$9K	Hold	136	–	–	﹤0.01%	205
2020 Q4	$9K	Hold	136	–	–	﹤0.01%	201
2020 Q3	$8K	Hold	136	–	–	﹤0.01%	182
2020 Q2	$7K	Hold	136	–	–	﹤0.01%	186
2020 Q1	$5K	Buy	+136	New	+$6.21K	﹤0.01%	193

Other funds holding XLK

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Oxford Financial Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 6,794 shares worth $903K. The position accounts for 0.05% of the portfolio, ranked #107.

Oxford Financial Group first reported a position in XLK in Q1 2020 and has held it in 25 quarters since. The position peaked at $978K in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Oxford Financial Group held 6,794 shares of State Street Technology Select Sector SPDR ETF worth $903K as of Q1 2026.
Oxford Financial Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of Oxford Financial Group's portfolio in Q1 2026, its #107 holding.
Oxford Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
Oxford Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $978K in Q4 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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