Oxford Wealth Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Oxford Wealth Group’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.31M	Sell	24,907 -1,630	-6%	-$230K	1.81%	23
2025 Q4	$3.82M	Buy	+26,537	New	+$3.83M	1.86%	22

Other funds holding XLK

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oxford Wealth Group's XLK Position: Q1 2026 in Review

Oxford Wealth Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.1% in Q1 2026, selling an estimated $230K and leaving 24,907 shares worth $3.31M. The position accounts for 1.81% of the portfolio, ranked #23.

Oxford Wealth Group first reported a position in XLK in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.82M in Q4 2025. 2,407 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Oxford Wealth Group held 24,907 shares of State Street Technology Select Sector SPDR ETF worth $3.31M as of Q1 2026.
Oxford Wealth Group sold 1,630 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $230K.
State Street Technology Select Sector SPDR ETF made up 1.81% of Oxford Wealth Group's portfolio in Q1 2026, its #23 holding.
Oxford Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
Oxford Wealth Group's State Street Technology Select Sector SPDR ETF position peaked at $3.82M in Q4 2025.
2,407 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.