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Oxford Financial Group’s State Street 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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,266
Closed -$59K – 301
2023
Q4 		$59K Buy
+1,266
New +$54.6K ﹤0.01% 262

Other funds holding SPYV

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oxford Financial Group's SPYV Position: Q1 2024 in Review

Oxford Financial Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2024, closing a stake of 1,266 shares — an estimated $59K sold.

Oxford Financial Group first reported a position in SPYV in Q4 2023 and held it in 1 quarter. The position peaked at $59K in Q4 2023. 855 funds tracked by Wall St. Rank hold SPYV as of Q1 2024.

  • Oxford Financial Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Oxford Financial Group sold 1,266 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2024, an estimated $59K.
  • Oxford Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and held it in 1 quarter.
  • Oxford Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $59K in Q4 2023.
  • 855 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2024.

Based on Oxford Financial Group's 13F filing for Q1 2024, filed 13 May 2024.