Oxford Financial Group LTD Spdr Portfolio S&P 600 Small C Transaction History

Oxford Financial Group LTD

$1.76 Billion
Q3 2025

A detailed history of Oxford Financial Group LTD transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Oxford Financial Group LTD holds 9,379 shares of SPSM stock, worth $427,307. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,379

Previous 9,379 -0.0%

Holding current value

$427,307

Previous $399,000 8.77%

% of portfolio

0.02%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$40.03 - $46.81 $640 - $748	-16 Reduced 0.17%	9,379 $382,000
Q3 2024 Nov 12, 2024	SELL	$41.02 - $46.01 $6,029 - $6,763	-147 Reduced 1.54%	9,395 $427,000
Q2 2024 Aug 13, 2024	BUY	$39.75 - $43.15 $6,121 - $6,645	154 Added 1.64%	9,542 $396,000
Q1 2024 May 13, 2024	BUY	$39.85 - $43.04 $358 - $387	9 Added 0.1%	9,388 $404,000
Q3 2023 Nov 13, 2023	BUY	$36.35 - $41.02 $340,926 - $384,726	9,379 New	9,379 $346,000

Others Institutions Holding SPSM

# of Institutions

1,007

Shares Held

206M

Call Options Held

47K

Put Options Held

1.2K

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About SPDR PORTFOLIO S&P 600 SMALL C

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Oxford Financial Group LTD Spdr Portfolio S&P 600 Small C Transaction History