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 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 $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Oxford Financial Group held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 500 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Oxford Financial Group first reported a position in XLRE in Q4 2021 and has held it in 5 quarters since. The position peaked at $21.1K in Q3 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Oxford Financial Group held 500 shares of State Street Real Estate Select Sector SPDR ETF worth $20.4K as of Q1 2026.
Oxford Financial Group left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #279 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 5 quarters since.
Oxford Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $21.1K in Q3 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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