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Oxford Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Oxford Financial Group’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,000
Closed -$217K – 284
2021
Q4 		$217K Buy
+3,000
New +$209K 0.02% 190

Other funds holding SPYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Oxford Financial Group's SPYG Position: Q1 2022 in Review

Oxford Financial Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2022, closing a stake of 3,000 shares — an estimated $217K sold.

Oxford Financial Group first reported a position in SPYG in Q4 2021 and held it in 1 quarter. The position peaked at $217K in Q4 2021. 713 funds tracked by Wall St. Rank hold SPYG as of Q1 2022.

  • Oxford Financial Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Oxford Financial Group sold 3,000 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2022, an estimated $217K.
  • Oxford Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Oxford Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $217K in Q4 2021.
  • 713 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2022.

Based on Oxford Financial Group's 13F filing for Q1 2022, filed 13 May 2022.