SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

OXFORD FINANCIAL GROUP LTD's Holding History (CIK: 0001245862)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,106 Value ($000) $490 Avg Close — Range —
Q3 2025
Shares 78 Value ($000) $19 Avg Close — Range —
Q2 2025
Shares 78 Value ($000) $17 Avg Close — Range —
Q1 2025
Shares 78 Value ($000) $15 Avg Close — Range —
Q4 2024
Shares 78 Value ($000) $17 Avg Close — Range —
Q3 2024
Shares 78 Value ($000) $16 Avg Close — Range —
Q2 2024
Shares 78 Value ($000) $14 Avg Close — Range —
Q1 2024
Shares 78 Value ($000) $14 Avg Close — Range —
Q4 2023
Shares 78 Value ($000) $14 Avg Close — Range —
Q2 2023
Shares 44 Value ($000) $7 Avg Close — Range —
Q1 2023
Shares 44 Value ($000) $7 Avg Close — Range —
Q2 2022
Shares 1,741 Value ($000) $239 Avg Close — Range —
Q1 2022
Shares 4,957 Value ($000) $917 Avg Close — Range —
Q4 2021
Shares 4,957 Value ($000) $1,013 Avg Close — Range —
Q3 2021
Shares 1,321 Value ($000) $237 Avg Close — Range —