Oxford Financial Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Oxford Financial Group’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,245	Closed	-$559K	–	291
2023 Q2	$559K	Buy	+7,245	New	+$539K	0.05%	126
2022 Q4	–	Sell	-37	Closed	-$2K	–	271
2022 Q3	$2K	Hold	37	–	–	﹤0.01%	237
2022 Q2	$3K	Buy	+37	New	+$2.89K	﹤0.01%	257

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Oxford Financial Group's SLYV Position: Q3 2023 in Review

Oxford Financial Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2023, closing a stake of 7,245 shares — an estimated $559K sold.

Oxford Financial Group first reported a position in SLYV in Q2 2022 and held it in 3 quarters. The position peaked at $559K in Q2 2023. 479 funds tracked by Wall St. Rank hold SLYV as of Q3 2023.

Oxford Financial Group reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Oxford Financial Group sold 7,245 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2023, an estimated $559K.
Oxford Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2022 and held it in 3 quarters.
Oxford Financial Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $559K in Q2 2023.
479 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2023.

Based on Oxford Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.