Oxford Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$126K	Hold	2,790	–	–	0.01%	250
2026 Q1	$128K	Hold	2,790	–	–	0.01%	255
2025 Q4	$119K	Buy	+2,790	New	+$124K	0.01%	244
2024 Q3	–	Sell	-1,062	Closed	-$36.2K	–	332
2024 Q2	$36.2K	Sell	1,062 -550	-34%	-$18.9K	﹤0.01%	287
2024 Q1	$52.9K	Sell	1,612 -594	-27%	-$18.5K	﹤0.01%	249
2023 Q4	$69.9K	Buy	+2,206	New	+$67.4K	0.01%	257
2022 Q2	–	Sell	-210	Closed	-$8K	–	296
2022 Q1	$8K	Hold	210	–	–	﹤0.01%	248
2021 Q4	$8K	Buy	+210	New	+$7.08K	﹤0.01%	259
2021 Q3	–	Sell	-500	Closed	-$16K	–	257
2021 Q2	$16K	Buy	+500	New	+$16.4K	﹤0.01%	213

Other funds holding XLU

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Oxford Financial Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 2,790 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #250.

Oxford Financial Group first reported a position in XLU in Q2 2021 and has held it in 9 quarters since. The position peaked at $128K in Q1 2026. 1,581 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Oxford Financial Group held 2,790 shares of State Street Utilities Select Sector SPDR ETF worth $126K as of Q2 2026.
Oxford Financial Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #250 holding.
Oxford Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 9 quarters since.
Oxford Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $128K in Q1 2026.
1,581 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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