Oxford Financial Group LTD Spdr S&P 600 Small Cap Value E Transaction History

Oxford Financial Group LTD

$1.58 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$71.23 - $78.02 $516,061 - $565,254	7,245 New	7,245 $559,000
Q2 2022 Aug 11, 2022	BUY	$70.38 - $84.1 $2,604 - $3,111	37 New	37 $3,000

Others Institutions Holding SLYV

# of Institutions

591

Shares Held

31.3M

Call Options Held

4K

Put Options Held

800

Bank Of America Corp Charlotte, NC

2.67M
Shares

$237 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$133 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$121 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$81.5 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$80.7 Million
4.36% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

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