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Oxford Financial Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Oxford Financial Group’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13
Closed -$1.07K – 325
2025
Q4 		$1.07K Buy
+13
New +$1.06K ﹤0.01% 288

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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

Oxford Financial Group sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2026, closing a stake of 13 shares — an estimated $1.07K sold.

Oxford Financial Group first reported a position in SPTM in Q4 2025 and held it in 1 quarter. The position peaked at $1.07K in Q4 2025. 750 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Oxford Financial Group reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Oxford Financial Group sold 13 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $1.07K.
  • Oxford Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and held it in 1 quarter.
  • Oxford Financial Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.07K in Q4 2025.
  • 750 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

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