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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.96K	Hold	45	–	–	﹤0.01%	290
2026 Q1	$3.44K	Hold	45	–	–	﹤0.01%	297
2025 Q4	$3.61K	Buy	+45	New	+$3.58K	﹤0.01%	283
2024 Q1	–	Sell	-35,226	Closed	-$1.97M	–	300
2023 Q4	$1.97M	Buy	+35,226	New	+$1.85M	0.14%	50
2022 Q4	–	Sell	-2,725	Closed	-$114K	–	273
2022 Q3	$114K	Hold	2,725	–	–	0.02%	178
2022 Q2	$121K	Hold	2,725	–	–	0.02%	192
2022 Q1	$145K	Hold	2,725	–	–	0.02%	194
2021 Q4	$152K	Hold	2,725	–	–	0.02%	204
2021 Q3	$138K	Hold	2,725	–	–	0.02%	186
2021 Q2	$137K	Buy	+2,725	New	+$134K	0.02%	182

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Oxford Financial Group's SPYM Position: Q2 2026 in Review

Oxford Financial Group held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 45 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Oxford Financial Group first reported a position in SPYM in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.97M in Q4 2023. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Oxford Financial Group held 45 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.96K as of Q2 2026.
Oxford Financial Group left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #290 holding.
Oxford Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 10 quarters since.
Oxford Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.97M in Q4 2023.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.