OXFORD FINANCIAL GROUP, LTD. LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1245862
INDIANAPOLIS, IN
Position in XLB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$124,025
+$2,099 QoQ
Shares Held
2,440
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#238
of 293 holders
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,025 | 2,440 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $121,926 | 2,440 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $110,654 | 2,440 | Shares | Sole | 2026-02-13 | |
| 2023-12-31 | $9,751 | 114 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $26,021 | 314 | Shares | Sole | 2023-08-10 | |
| 2022-03-31 | $4,936 | 56 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,074 | 56 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $30,783 | 374 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||