Oxford Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Buy	1,299 +124	+11%	+$18.4K	0.01%	238
2026 Q1	$172K	Sell	1,175 -360	-23%	-$55.5K	0.01%	249
2025 Q4	$238K	Buy	1,535 +1,175	+326%	+$176K	0.01%	214
2025 Q3	$50.1K	Hold	360	–	–	﹤0.01%	245
2025 Q2	$48.5K	Hold	360	–	–	﹤0.01%	232
2025 Q1	$52.6K	Hold	360	–	–	﹤0.01%	232
2024 Q4	$49.5K	Hold	360	–	–	﹤0.01%	272
2024 Q3	$55.4K	Sell	360 -555	-61%	-$84.1K	﹤0.01%	260
2024 Q2	$133K	Sell	915 -160	-15%	-$23K	0.01%	266
2024 Q1	$159K	Buy	1,075 +266	+33%	+$38.2K	0.01%	226
2023 Q4	$110K	Buy	+809	New	+$105K	0.01%	244
2023 Q2	–	Sell	-42	Closed	-$5.44K	–	311
2023 Q1	$5.44K	Sell	42 -2	-5%	-$261	﹤0.01%	248
2022 Q4	$6.04K	Sell	44 -3,469	-99%	-$460K	﹤0.01%	248
2022 Q3	$426K	Hold	3,513	–	–	0.06%	114
2022 Q2	$451K	Sell	3,513 -167	-5%	-$21.9K	0.07%	112
2022 Q1	$504K	Hold	3,680	–	–	0.06%	113
2021 Q4	$518K	Buy	3,680 +2,226	+153%	+$296K	0.06%	119
2021 Q3	$185K	Buy	1,454 +277	+24%	+$36.6K	0.02%	181
2021 Q2	$148K	Buy	1,177 +1,133	+2,575%	+$139K	0.02%	179
2021 Q1	$5K	Buy	44 +1	+2%	+$115	﹤0.01%	208
2020 Q4	$5K	Buy	43 +1	+2%	+$109	﹤0.01%	204
2020 Q3	$4K	Hold	42	–	–	﹤0.01%	183
2020 Q2	$4K	Hold	42	–	–	﹤0.01%	187
2020 Q1	$4K	Buy	+42	New	+$4.08K	﹤0.01%	194

Other funds holding XLV

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Oxford Financial Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q2 2026, buying an estimated $18.4K and bringing the position to 1,299 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #238.

Oxford Financial Group first reported a position in XLV in Q1 2020 and has held it in 24 quarters since. The position peaked at $518K in Q4 2021. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Oxford Financial Group held 1,299 shares of State Street Health Care Select Sector SPDR ETF worth $206K as of Q2 2026.
Oxford Financial Group bought 124 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $18.4K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #238 holding.
Oxford Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 24 quarters since.
Oxford Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $518K in Q4 2021.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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