Oxford Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$314K	Sell	2,676 -1,430	-35%	-$167K	0.02%	200
2026 Q1	$447K	Hold	4,106	–	–	0.02%	176
2025 Q4	$490K	Buy	4,106 +3,950	+2,532%	+$468K	0.03%	145
2025 Q3	$18.7K	Hold	156	–	–	﹤0.01%	259
2025 Q2	$17K	Hold	156	–	–	﹤0.01%	246
2025 Q1	$15.4K	Hold	156	–	–	﹤0.01%	248
2024 Q4	$17.5K	Hold	156	–	–	﹤0.01%	282
2024 Q3	$15.6K	Hold	156	–	–	﹤0.01%	276
2024 Q2	$14.2K	Hold	156	–	–	﹤0.01%	301
2024 Q1	$14.3K	Hold	156	–	–	﹤0.01%	263
2023 Q4	$13.9K	Buy	+156	New	+$12.9K	﹤0.01%	280
2023 Q3	–	Sell	-88	Closed	-$7.47K	–	303
2023 Q2	$7.47K	Hold	88	–	–	﹤0.01%	282
2023 Q1	$6.58K	Buy	+88	New	+$6.31K	﹤0.01%	244
2022 Q3	–	Sell	-3,482	Closed	-$239K	–	273
2022 Q2	$239K	Sell	3,482 -6,432	-65%	-$507K	0.04%	172
2022 Q1	$917K	Hold	9,914	–	–	0.12%	81
2021 Q4	$1.01M	Buy	9,914 +7,272	+275%	+$724K	0.11%	82
2021 Q3	$237K	Buy	+2,642	New	+$240K	0.03%	165

Other funds holding XLY

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Oxford Financial Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 35% in Q2 2026, selling an estimated $167K and leaving 2,676 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #200.

Oxford Financial Group first reported a position in XLY in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.01M in Q4 2021. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Oxford Financial Group held 2,676 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $314K as of Q2 2026.
Oxford Financial Group sold 1,430 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $167K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #200 holding.
Oxford Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and has held it in 17 quarters since.
Oxford Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.01M in Q4 2021.
1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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