Oxford Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22K	Hold	500	–	–	﹤0.01%	277
2026 Q1	$20.4K	Hold	500	–	–	﹤0.01%	279
2025 Q4	$20.2K	Hold	500	–	–	﹤0.01%	265
2025 Q3	$21.1K	Buy	+500	New	+$20.9K	﹤0.01%	257
2022 Q2	–	Sell	-176	Closed	-$9K	–	295
2022 Q1	$9K	Hold	176	–	–	﹤0.01%	246
2021 Q4	$9K	Buy	+176	New	+$8.47K	﹤0.01%	257

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

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

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

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

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

Oxford Financial Group held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 500 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Oxford Financial Group first reported a position in XLRE in Q4 2021 and has held it in 6 quarters since. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Oxford Financial Group held 500 shares of State Street Real Estate Select Sector SPDR ETF worth $22K as of Q2 2026.
Oxford Financial Group left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #277 holding.
Oxford Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 6 quarters since.
803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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