SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 2,790 Value ($000) $119 Avg Close — Range —
Q2 2024
Shares 531 Value ($000) $36 Avg Close — Range —
Q1 2024
Shares 806 Value ($000) $53 Avg Close — Range —
Q4 2023
Shares 1,103 Value ($000) $70 Avg Close — Range —
Q1 2022
Shares 105 Value ($000) $8 Avg Close — Range —
Q4 2021
Shares 105 Value ($000) $8 Avg Close — Range —
Q2 2021
Shares 250 Value ($000) $16 Avg Close — Range —