Oxford Financial Group LTD Spdr Portfolio S&P 600 Small C Transaction History
Oxford Financial Group LTD
- $1.58 Billion
- Q3 2024
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 9,395 shares of SPSM stock, worth $442,222. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,395
Previous 9,542
1.54%
Holding current value
$442,222
Previous $396,000
7.83%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
889Shares Held
197MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.05 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$917 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$728 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$289 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$263 Million0.05% of portfolio