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: Q1 2026 in Review
Oxford Wealth Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 65% in Q1 2026, buying an estimated $179K and bringing the position to 669 shares worth $435K. The position accounts for 0.24% of the portfolio, ranked #60.
Oxford Wealth Group first reported a position in SPY in Q1 2024 and has held it in 4 quarters since. 4,560 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Oxford Wealth Group held 669 shares of State Street SPDR S&P 500 ETF Trust worth $435K as of Q1 2026.
- Oxford Wealth Group bought 263 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $179K.
- State Street SPDR S&P 500 ETF Trust made up 0.24% of Oxford Wealth Group's portfolio in Q1 2026, its #60 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 4 quarters since.
- 4,560 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.