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Oxford Financial Group’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Oxford Financial Group’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,266
Closed -$59K – 300
2023
Q4 		$59K Buy
+1,266
New +$59K ﹤0.01% 261