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Spdr Ser Tr spdr russel 2000 shares owned by Oxford Financial

Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) shares owned by Oxford Financial from 13F filings

Historical chart of Oxford Financial investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr spdr russel 2000 by Oxford Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $428k 9.4k 45.51
2024-03-31 $404k 9.4k 43.04
2023-12-31 $396k 9.4k 42.18
2023-09-30 $346k 9.4k 36.90

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View all positions for Oxford Financial

Top funds holding Spdr Ser Tr spdr russel 2000

Financial Engines Advisors L.L.C
LPL Financial
Bank of America Corporation
Charles Schwab Investment Management
ValMark Advisers
CWM
Envestnet Asset Management
Richard Bernstein Advisors
Creative Planning
Morgan Stanley
Crestwood Advisors
CliftonLarsonAllen Wealth Advisors
Pnc Financial Services
Congress Wealth Management LLC / DE /
Royal Bank of Canada

View all funds holding Spdr Ser Tr spdr russel 2000