Oxford Financial Group LTD Spdr S&P 500 ETF Trust Transaction History

Oxford Financial Group LTD

  • $1.76 Billion
  • Q3 2025

A detailed history of Oxford Financial Group LTD transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Oxford Financial Group LTD holds 50,186 shares of SPY stock, worth $33.4 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
50,186
Previous 49,582 1.22%
Holding current value
$33.4 Million
Previous $30.6 Million 9.13%
% of portfolio
1.9%
Previous 1.82%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$617.65 - $666.84 $373,060 - $402,771
604 Added 1.22%
50,186 $33.4 Million
Q2 2025

Aug 14, 2025
SELL
$496.48 - $617.85 $481,585 - $599,314
-970 Reduced 1.92%
49,582 $30.6 Million
Q1 2025

May 15, 2025
BUY
$551.42 - $612.93 $243,727 - $270,915
442 Added 0.88%
50,552 $28.3 Million
Q4 2024

Feb 11, 2025
BUY
$567.81 - $607.81 $1.03 Million - $1.1 Million
1,810 Added 3.75%
50,110 $29.4 Million
Q3 2024

Nov 12, 2024
SELL
$517.38 - $573.86 $213,677 - $237,004
-413 Reduced 0.85%
48,300 $27.7 Million
Q2 2024

Aug 13, 2024
SELL
$495.16 - $548.49 $216,384 - $239,690
-437 Reduced 0.89%
48,713 $26.5 Million
Q1 2024

May 13, 2024
BUY
$467.28 - $523.17 $185,510 - $207,698
397 Added 0.81%
49,150 $25.7 Million
Q4 2023

Feb 14, 2024
SELL
$410.68 - $476.69 $204,518 - $237,391
-498 Reduced 1.01%
48,753 $23.2 Million
Q3 2023

Nov 13, 2023
BUY
$425.88 - $457.79 $2.35 Million - $2.52 Million
5,511 Added 12.6%
49,251 $21.1 Million
Q2 2023

Aug 10, 2023
BUY
$404.36 - $443.28 $4.25 Million - $4.66 Million
10,513 Added 31.64%
43,740 $19.4 Million
Q1 2023

May 12, 2023
SELL
$379.5 - $416.78 $151,800 - $166,712
-400 Reduced 1.19%
33,227 $13.6 Million
Q4 2022

Feb 14, 2023
BUY
$357.63 - $407.42 $59,366 - $67,631
166 Added 0.5%
33,627 $12.9 Million
Q3 2022

Nov 02, 2022
BUY
$357.18 - $429.7 $105,010 - $126,331
294 Added 0.89%
33,461 $12 Million
Q2 2022

Aug 11, 2022
SELL
$365.86 - $456.8 $985,992 - $1.23 Million
-2,695 Reduced 7.51%
33,167 $12.5 Million
Q1 2022

May 13, 2022
SELL
$416.25 - $477.71 $914,501 - $1.05 Million
-2,197 Reduced 5.77%
35,862 $16.2 Million
Q4 2021

Feb 10, 2022
BUY
$428.64 - $477.48 $240,467 - $267,866
561 Added 1.5%
38,059 $18.1 Million
Q3 2021

Nov 12, 2021
SELL
$424.97 - $453.19 $277,080 - $295,479
-652 Reduced 1.71%
37,498 $16.1 Million
Q2 2021

Aug 03, 2021
BUY
$400.61 - $428.06 $444,677 - $475,146
1,110 Added 3.0%
38,150 $16.3 Million
Q1 2021

May 10, 2021
BUY
$368.79 - $397.26 $855,961 - $922,040
2,321 Added 6.69%
37,040 $14.7 Million
Q4 2020

Feb 10, 2021
SELL
$326.54 - $373.88 $70,532 - $80,758
-216 Reduced 0.62%
34,719 $13 Million
Q3 2020

Nov 12, 2020
SELL
$310.52 - $357.7 $1 Million - $1.16 Million
-3,229 Reduced 8.46%
34,935 $11.7 Million
Q2 2020

Aug 05, 2020
BUY
$246.15 - $323.2 $6,399 - $8,403
26 Added 0.07%
38,164 $11.8 Million
Q1 2020

May 12, 2020
BUY
$222.95 - $338.34 $364,746 - $553,524
1,636 Added 4.48%
38,138 $9.83 Million
Q4 2019

Feb 10, 2020
BUY
$288.06 - $322.94 $5.24 Million - $5.87 Million
18,191 Added 99.34%
36,502 $11.7 Million
Q3 2019

Nov 08, 2019
BUY
$283.82 - $302.01 $438,501 - $466,605
1,545 Added 9.22%
18,311 $5.43 Million
Q2 2019

Jul 30, 2019
SELL
$274.57 - $295.86 $19,769 - $21,301
-72 Reduced 0.43%
16,766 $4.91 Million
Q1 2019

Apr 26, 2019
BUY
$244.21 - $284.73 $631,771 - $736,596
2,587 Added 18.15%
16,838 $4.76 Million
Q4 2018

Jan 25, 2019
BUY
$234.34 - $291.73 $67,021 - $83,434
286 Added 2.05%
14,251 $3.56 Million
Q2 2018

Aug 01, 2018
BUY
$257.47 - $278.92 $535,537 - $580,153
2,080 Added 17.5%
13,965 $3.79 Million
Q1 2018

May 03, 2018
BUY
$257.63 - $286.58 $28,854 - $32,096
112 Added 0.95%
11,885 $3.13 Million
Q4 2017

Feb 01, 2018
BUY
$252.32 - $268.2 $107,740 - $114,521
427 Added 3.76%
11,773 $3.14 Million
Q3 2017

Oct 27, 2017
BUY
$242.71 - $251.23 $2.75 Million - $2.85 Million
11,346
11,346 $2.85 Million

Others Institutions Holding SPY

# of Institutions
5,289
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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