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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.69M Sell
24,619
-288
-1% -$49.2K 2.1% 19
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

Oxford Wealth Group's XLK Position: Q2 2026 in Review

Oxford Wealth Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.2% in Q2 2026, selling an estimated $49.2K and leaving 24,619 shares worth $4.69M. The position accounts for 2.1% of the portfolio, ranked #19.

Oxford Wealth Group first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,670 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Oxford Wealth Group held 24,619 shares of State Street Technology Select Sector SPDR ETF worth $4.69M as of Q2 2026.
  • Oxford Wealth Group sold 288 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $49.2K.
  • State Street Technology Select Sector SPDR ETF made up 2.1% of Oxford Wealth Group's portfolio in Q2 2026, its #19 holding.
  • Oxford Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,670 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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