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 9,542 shares of SPSM stock, worth $462,691. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,542
Previous 9,388 1.64%
Holding current value
$462,691
Previous $404,000 1.98%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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