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Oxford Financial Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Oxford Financial Group’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-750
Closed -$19.2K – 299
2023
Q4 		$19.2K Buy
+750
New +$18.8K ﹤0.01% 276

Other funds holding SPIP

LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Oxford Financial Group's SPIP Position: Q1 2024 in Review

Oxford Financial Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2024, closing a stake of 750 shares — an estimated $19.2K sold.

Oxford Financial Group first reported a position in SPIP in Q4 2023 and held it in 1 quarter. The position peaked at $19.2K in Q4 2023. 238 funds tracked by Wall St. Rank hold SPIP as of Q1 2024.

  • Oxford Financial Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • Oxford Financial Group sold 750 State Street SPDR Portfolio TIPS ETF shares in Q1 2024, an estimated $19.2K.
  • Oxford Financial Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2023 and held it in 1 quarter.
  • Oxford Financial Group's State Street SPDR Portfolio TIPS ETF position peaked at $19.2K in Q4 2023.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2024.

Based on Oxford Financial Group's 13F filing for Q1 2024, filed 13 May 2024.