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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$453K	Hold	9,379	–	–	0.02%	175
2025 Q4	$440K	Hold	9,379	–	–	0.02%	155
2025 Q3	$434K	Hold	9,379	–	–	0.02%	155
2025 Q2	$400K	Hold	9,379	–	–	0.02%	150
2025 Q1	$382K	Sell	9,379 -16	-0.2%	-$705	0.03%	151
2024 Q4	$422K	Hold	9,395	–	–	0.03%	166
2024 Q3	$428K	Sell	9,395 -147	-2%	-$6.46K	0.03%	162
2024 Q2	$396K	Buy	9,542 +154	+2%	+$6.42K	0.03%	179
2024 Q1	$404K	Buy	9,388 +9	+0.1%	+$372	0.03%	151
2023 Q4	$396K	Hold	9,379	–	–	0.03%	157
2023 Q3	$346K	Buy	+9,379	New	+$365K	0.03%	160

Other funds holding SPSM

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Oxford Financial Group held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 9,379 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #175.

Oxford Financial Group first reported a position in SPSM in Q3 2023 and has held it in 11 quarters since. 1,002 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Oxford Financial Group held 9,379 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $453K as of Q1 2026.
Oxford Financial Group left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #175 holding.
Oxford Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 11 quarters since.
1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

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