Oxford Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.15K	Sell	84 -32	-28%	-$826	﹤0.01%	300
2025 Q4	$2.99K	Buy	+116	New	+$3K	﹤0.01%	286
2024 Q1	–	Sell	-84	Closed	-$2.15K	–	298
2023 Q4	$2.15K	Buy	+84	New	+$2.07K	﹤0.01%	300
2023 Q3	–	Sell	-84	Closed	-$2.13K	–	293
2023 Q2	$2.13K	Buy	+84	New	+$2.15K	﹤0.01%	291
2022 Q4	–	Sell	-84	Closed	-$2K	–	272
2022 Q3	$2K	Hold	84	–	–	﹤0.01%	238
2022 Q2	$2K	Hold	84	–	–	﹤0.01%	263
2022 Q1	$2K	Hold	84	–	–	﹤0.01%	260
2021 Q4	$2K	Hold	84	–	–	﹤0.01%	267
2021 Q3	$3K	Hold	84	–	–	﹤0.01%	243
2021 Q2	$3K	Buy	+84	New	+$2.51K	﹤0.01%	221

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Oxford Financial Group's SPAB Position: Q1 2026 in Review

Oxford Financial Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 28% in Q1 2026, selling an estimated $826 and leaving 84 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Oxford Financial Group first reported a position in SPAB in Q2 2021 and has held it in 10 quarters since. The position peaked at $3K in Q3 2021. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Oxford Financial Group held 84 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.15K as of Q1 2026.
Oxford Financial Group sold 32 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $826.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #300 holding.
Oxford Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2021 and has held it in 10 quarters since.
Oxford Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3K in Q3 2021.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.