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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Oxford Financial Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 2,790 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #255.

Oxford Financial Group first reported a position in XLU in Q2 2021 and has held it in 8 quarters since. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Oxford Financial Group held 2,790 shares of State Street Utilities Select Sector SPDR ETF worth $128K as of Q1 2026.
Oxford Financial Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #255 holding.
Oxford Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 8 quarters since.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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