OFG
SPMD icon

Oxford Financial Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Oxford Financial Group’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,143
Closed -$83K – 274
2022
Q3 		$83K Buy
+2,143
New +$90.9K 0.01% 190

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

Oxford Financial Group's SPMD Position: Q4 2022 in Review

Oxford Financial Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2022, closing a stake of 2,143 shares — an estimated $83K sold.

Oxford Financial Group first reported a position in SPMD in Q3 2022 and held it in 1 quarter. The position peaked at $83K in Q3 2022. 427 funds tracked by Wall St. Rank hold SPMD as of Q4 2022.

  • Oxford Financial Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Oxford Financial Group sold 2,143 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2022, an estimated $83K.
  • Oxford Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and held it in 1 quarter.
  • Oxford Financial Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $83K in Q3 2022.
  • 427 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2022.

Based on Oxford Financial Group's 13F filing for Q4 2022, filed 14 Feb 2023.