Oxford Financial Group LTD Spdr Ser Tr Fds Spdr Portfolio Transaction History

Oxford Financial Group LTD

$1.76 Billion
Q3 2025

A detailed history of Oxford Financial Group LTD transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Oxford Financial Group LTD holds 615 shares of SPDW stock, worth $26,912. This represents 0.0% of its overall portfolio holdings.

Number of Shares

615

Previous 606 1.49%

Holding current value

$26,912

Previous $24,000 8.33%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$39.8 - $42.86 $358 - $385	9 Added 1.49%	615 $26,000
Q1 2025 May 15, 2025	SELL	$33.84 - $37.77 $66,224 - $73,915	-1,957 Reduced 76.36%	606 $22,000
Q4 2024 Feb 11, 2025	BUY	$34.13 - $37.35 $66,792 - $73,093	1,957 Added 322.94%	2,563 $87,000
Q1 2024 May 13, 2024	SELL	$32.85 - $35.9 $1.49 Million - $1.62 Million	-45,254 Reduced 98.68%	606 $21,000
Q3 2023 Nov 13, 2023	BUY	$30.88 - $33.58 $1.42 Million - $1.54 Million	45,860 New	45,860 $1.42 Million

Q2 2022 Aug 11, 2022	SELL	$28.57 - $34.74 $5,485 - $6,670	-192 Reduced 96.0%	8 $0
Q1 2022 May 13, 2022	BUY	$31.42 - $36.91 $6,284 - $7,381	200 New	200 $7,000

Others Institutions Holding SPDW

# of Institutions

1,192

Shares Held

607M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Oxford Financial Group LTD Spdr Ser Tr Fds Spdr Portfolio Transaction History