Oxford Financial Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$164K	Hold	1,980	–	–	0.01%	245
2026 Q1	$162K	Sell	1,980 -1,375	-41%	-$116K	0.01%	251
2025 Q4	$261K	Buy	+3,355	New	+$262K	0.01%	202
2024 Q1	–	Sell	-188	Closed	-$13.5K	–	309
2023 Q4	$13.5K	Buy	+188	New	+$13K	﹤0.01%	282
2022 Q2	–	Sell	-145	Closed	-$11K	–	294
2022 Q1	$11K	Hold	145	–	–	﹤0.01%	244
2021 Q4	$11K	Buy	+145	New	+$10.5K	﹤0.01%	255
2021 Q3	–	Sell	-986	Closed	-$69K	–	256
2021 Q2	$69K	Buy	+986	New	+$69K	0.01%	196

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Oxford Financial Group's XLP Position: Q2 2026 in Review

Oxford Financial Group held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 1,980 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #245.

Oxford Financial Group first reported a position in XLP in Q2 2021 and has held it in 7 quarters since. The position peaked at $261K in Q4 2025. 1,246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Oxford Financial Group held 1,980 shares of State Street Consumer Staples Select Sector SPDR ETF worth $164K as of Q2 2026.
Oxford Financial Group left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #245 holding.
Oxford Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2021 and has held it in 7 quarters since.
Oxford Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $261K in Q4 2025.
1,246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.