Oxford Wealth Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Oxford Wealth Group's SPY Position: Q2 2026 in Review
Oxford Wealth Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 79% in Q2 2026, buying an estimated $383K and bringing the position to 1,197 shares worth $894K. The position accounts for 0.4% of the portfolio, ranked #43.
Oxford Wealth Group first reported a position in SPY in Q1 2024 and has held it in 5 quarters since. 4,663 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Oxford Wealth Group held 1,197 shares of State Street SPDR S&P 500 ETF Trust worth $894K as of Q2 2026.
- Oxford Wealth Group bought 528 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $383K.
- State Street SPDR S&P 500 ETF Trust made up 0.4% of Oxford Wealth Group's portfolio in Q2 2026, its #43 holding.
- Oxford Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 5 quarters since.
- 4,663 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.